Episode 42: Start with Why: Trevore’s Story

by Financial Design Studio, Inc. / May 1, 2024

In this episode, we interview the COO of FDS! Trevore shares how he started his first business, how he discovered what he cares about, and the importance of focus to maintain balance.

Take a listen right here, or head over to your favorite steaming platform!

Key Moments: Trevore’s Story

2:27 How did you get into financial planning?

15:06 What was it like launching your own firm?

16:56 How do you help people discover their own why?

23:33 How does your role on our team let you live your why?

27:30 Where did your knowledge of insurance come from?

34:38 How do you balance the things you care about?

43:17 Closing thoughts

Related Links

Read more about Trevore, our firm, and this team on our About page.

Learn more about the Meyer family’s journey to adopt a son from Africa!

Check out Trevore’s favorite drives along California’s Route 1.

Stay Connected!

If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about money. We’ll see you in the next episode.

Credits for Episode 42

Executive Producer : Anna Lewis

Host : Michelle Smalenberger, CFP®

Guest : Trevore Meyer, CFP®

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Financial Design Studio, Inc.

We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.