The following is an interview with Emily Promise, CFP, CDFA, CAP, AIF, conducted by Discover Marblehead. Emily is partner and co-owner of Blakely Financial Inc. To learn more about herfinancial planning services, visit blakelyfinancial.com.
Tell us about Blakely Financial Inc. and how you became a partner and co-owner. After starting my career in asset management on Wall Street in New York City, I quickly learned that I wanted to do more than just crunch numbers; I wanted to have a career that made a positive impact on the lives of others. Thankfully, I have found a way to combine my desire to help others with my financial planning analytical skills. The opportunity to help others plan for significant life events, whether retirement, selling a business, or generational wealth planning, and then seeing them achieve their dreams is unparalleled.
One of my primary passions is to help educate female investors and empower them to control their finances. Nothing gives me more fulfillment than helping a family plan the road map for their financial future or offering a business owner peace of mind. At Blakely Financial, we provide clients and their families with comprehensive financial planning. We’re an independent firm focusing on planning first. We let the clients’ goals drive their investment portfolios. My role is much more than an investments advisor or planner; I strive to be a chief financial officer for the families I serve.
What is the best piece of business advice you’ve ever received? “People don’t care what you know, until they know you care.” In the investment industry, every good advisor should have expertise in money management. What differentiates you to a client is the ability to listen and develop a holistic plan that takes into account their values, goals, and concerns — you have to know details on all areas of the client’s life, not just their investment portfolios. To develop a level of trust, clients must know you care about them. Once the clients have trust in you, and know you care about their financial well-being, then you’ve built a solid foundation for a lifelong partnership.
What is your favorite spot in Marblehead, and why? My favorite spot in Marblehead is the causeway. Whether it’s an early morning run or an evening walk, the causeway is a place I can go to relax and unwind — and you can’t beat the ocean view on one side, and the harbor view on the other!
What is something people would be surprised to learn about you? I was licensed to provide investment advice before I had a driver’s license. Also, I was born and raised in Marblehead and now own a home in the historic district of town.
The business spotlight is a weekly feature published in partnership with Discover Marblehead. Discover Marblehead is dedicated to the promotion of Marblehead. Our mission is to highlight local businesses, tourism, community events and attractions through social media, email marketing and community outreach. To learn more, visit discovermhd.com.