Jun 7, 2019
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As early as the age of 8, I would roll out the thick Sunday morning newspaper and pull out those beautiful, shiny, colored coupons. My mom is a coupon clipping ninja. And, I would clip beside her as if each coupon was a fancy $100 bill. We had so much fun budgeting money together. She taught me the skills for good cash flow and money management.
On Saturday mornings, usually before the sun came up, I would learn about investments from my dad. He taught me what makes a market, how it moves, what makes a great investment and what a well-run company looks like. We read investment periodicals together and I studied finance books that he would give me for the holidays and my birthday. At the time, my dad was one of the trustees of a corporate retirement plan and responsible for oversight of the plan.
Those experiences eventually led me to a career in wealth management.
Early in my career, I made the mistake of just focusing on money as many financial planners do. While focusing on good money management for clients and for myself is important, I found myself waiting to take the first steps and do the things that are closest to my heart. And if I wasn’t having those conversations with myself, I certainly wasn’t having those conversations with my clients.
More than a decade later, the wealth planning work that we do now is about your life, then we plan the money and finances to support your dreams and goals. The key ingredient is knowing and understanding your dreams, goals and vision. Then we develop your wealth plan and investment strategies.
I became a CERTIFIED FINANCIAL PLANNER™ is to inspire others to find their joy around money.