The first thing you’ll notice about Jose Yanez is his undeniably positive energy, which must come in handy at both of his jobs; as a financial planner and as a dad.
Yanez started his business, Full Circle Financial Planning, in 2009 and has committed himself to serving the community and supporting area families by providing reliable service and guidance. As families work to navigate the sensitive topic of finances and plan for their futures, Yanez is there to be a support system, a voice of reason and a helping hand.
“I am in a position to advise and help them to create a financial plan. I am taking their hopes and dreams, their goals and also their fears and I am trying to create a plan. I want to help them eliminate the fear and build on the rest,” Yanez said. “I think there are a lot of people in the industry that are just trying to draw a commission, but I don’t have that mentality. I build relationships with my clients, I am invested in their success.”
Being committed to his clients’ success and happiness has allowed Yanez to grow in his own right. Knowing what it takes to guide people and help families find financial security has allowed Yanez to expand his business by creating a partnership with Spiro Voutsaras in East Lansing, Mich. and Larry Hakim in Grosse Pointe, Mich. The trio is excited to launch G3 Strategic Advisors and look to the future to ensure that families that need support moving forward have a place to turn.
“We have their best interests in mind. We want to be the people our clients can turn to. The way we support each other in our partnership is the kind of support we want to offer our clients,” Yanez said.
Yanez found success in creating, maintaining and growing his businesses through trust, honesty and by building long lasting relationships with his clients. Taking time to build personal relationships and truly invest in his clients means that sometimes, his professional life and personal life bleed together. Which, in Yanez’s opinion, is fine with him.
“I am not an 8 to 5 kind of guy. I live a spontaneous lifestyle. I have two dogs, a one-eyed cat, a wife and three kids so flexibility is a big part of my life and a part I really appreciate,” said Yanez. “I love that I can take some time off to be with my kids, or take care of them the whole day. There aren’t a lot of people who can do that. If that means I have to work on a Sunday or a Saturday night to take care of things, I’ll do that. But I would never give up spending that time with them.”
It’s not just the flexibility of owning his own business that Yanez credits with making his lifestyle possible, he also sings his wife Sarah’s praises. Yanez and Sarah met briefly at a Lugnuts game before running into each other a week later and going on their first date. Six years later the two are an unbeatable pair.
“My wife is my biggest supporter. She understands that I am trying to build something here that will create security for our life down the line. We have a really great partnership in managing our life and our family,” Yanez explained. “She is very patient and nurturing. She understands me, how I am as a person and pulls me together sometimes. She is a big part of all my successes.”
That partnership allows Yanez to enjoy the organized chaos of his life. Something he wouldn’t trade for anything.
“Right now we are at a part of life I like to call ‘organized chaos.’ We are balancing careers, starting a business and enjoying our family. It is chaos, but you live it every day and you just enjoy what you have and go with it. That is part of being a husband and a dad,” Yanez said.
Yanez takes his role as husband and father seriously by working hard to provide better than he had and building a future for his family that he can be proud of.
“As a husband and father, my biggest priority is to provide and build a quality of life that we can enjoy together,” Yanez said. “I didn’t have a dad growing up, so when I was a dad and husband I wanted to be better. I wanted my kids to know that I would always be there.”
And he’s kept that promise to his three beautiful children, Hailey, 11, Isaac, 2, and Noah, 1. Yanez hopes that his hard work and commitment to building a better life will show his kids just how much they can accomplish, no matter what may be in their futures.
“I hope they learn they can accomplish whatever they want to in life. As long as they are happy we are here to support them. If they want to try something that will help them find their joy, we won’t be the people that say don’t do it. I want them to try things so they know what is out there, because right now everything they experience is new and that is so crazy to watch as a parent,” Yanez said.
Being a parent suits Yanez. His joyful spirit and passion for life reflects in his family, but he credits his mother and grandfather for giving him the tools he needed to be the parent he could be.
“I learned what it meant to sacrifice by watching my mother. My mom wore both hats when I was growing up and I appreciate everything she taught me,” Yanez said. “I learned selflessness from my grandpa. My grandpa was very important to me. He would always be the last to eat at the table because he wanted to make sure all of his grandkids were fed. I’ll always remember that.”
And while Yanez reflects on his childhood, he works to create new memories with his family that his kids can look back on in the future.
“Really being a dad is about creating memories. I never thought being a parent would be this much fun. I love being a dad. I want to create memories for them. I want to wear goofy things to make them laugh or just lay around the house with them,” Yanez said. “I didn’t think it would be this cool, but it is.”