Broker Check
How Earning a Black Belt in Jiu-Jitsu Made Me a Better Financial Planner

How Earning a Black Belt in Jiu-Jitsu Made Me a Better Financial Planner

April 21, 2025

Getting a black belt in Brazilian Jiu-Jitsu is one of the hardest things I’ve ever done—and I say that as someone who deals with complex financial strategies and unpredictable markets every day. But the deeper I got into jiu-jitsu, the more I realized how much it shaped my mindset, sharpened my decision-making, and ultimately made me a far better financial planner.

Here’s how the lessons I learned on the mats have translated into my work with clients:


1. Discipline Over Time Pays Off

In jiu-jitsu, there’s no such thing as overnight success. You show up. You get tapped out. You come back the next day. It took me years to earn my black belt—and every stripe, ding, scrape, and bruise along the way has taught me patience, humility, and the power of consistent effort.

Financial planning works the same way. It’s not about chasing hot stocks or quick wins. It’s about showing up with a plan, making smart decisions consistently, and trusting the process. My experience on the mats helps me guide clients through the ups and downs, always keeping the long game in mind.


2. Calm Under Pressure

Jiu-jitsu puts you in bad positions—literally. You learn to stay calm when someone’s trying to choke you or crush you under their weight. If you panic, it almost always ends up worse for you.

In finance, the “bad positions” look different—market crashes, economic uncertainty, unexpected life changes. But the principle is the same: Staying calm, assessing the situation clearly, and taking strategic action is what helps my clients navigate financial turbulence with confidence. That mindset was forged on the mat.


3. Strategic Thinking & Adaptability

It has been said that every roll in jiu-jitsu is like a live chess match. You’re constantly reading your opponent, adapting your approach, and thinking a few steps ahead. You can’t rely on brute force or a single game plan.

That strategic flexibility is key in financial planning, too. Every client is different. Every market shift requires adjustments. Jiu-jitsu trained me to think tactically, to anticipate problems before they arise, and to pivot quickly when necessary—skills that serve my clients extremely well.


4. Humility and Continuous Learning

Even as a black belt, I still learn every time I step on the mat. There’s always someone better, always more to improve. That humility keeps me grounded.

In finance, the landscape is always changing. Tax laws evolve. Tariffs pop up and cause global heartburn. New investment strategies are developed. Unforeseen risks and their adjacent opportunities emerge. I approach my professional growth with the same humility I bring to jiu-jitsu—always learning, always improving, never assuming I have all the answers.


5. Helping Others Level Up

One of the most rewarding parts of being a black belt is giving back—helping newer students improve, coaching them through tough spots, and watching them grow.  I am witnessing this from a new perspective as my partner (and soon to be son in law), Mason, has taken to the mats as well.

That’s exactly what I love about financial planning. I get to help people reach their goals, build better futures, and feel empowered about their money. Whether it’s teaching someone the basics of budgeting or guiding a seasoned investor through retirement planning, I’m here to help others level up.


Final Thoughts

Jiu-jitsu didn’t just make me tougher—it made me a better person, a better friend, and it made me a more disciplined, strategic, and grounded financial planner. Mostly, it reminded me that whether you’re rolling on the mat or building a financial future, the fundamentals never change: 

Show up, keep learning, stay calm, and play the long game.