When I was a senior in high school, a college recruiter came to my school and asked me what I wanted to do with my life. I replied, “I want to help people with their money.” To which he replied, “You should become a financial advisor.”
I went to school and received a Bachelor’s degree in Finance, earned the appropriate licenses to practice as a financial advisor (Series 7 and 66 and Health, Life and Disability) and then did so for 3 years. I was a financial advisor when I realized something: There are a lot of people who need help with today’s finances, not tomorrow’s. Financial advisors help you plan long-term, but what about the bill you just received in the mail today?
I went back to school, earned my MBA, and began working in Corporate Finance & Accounting for the next 7 years. During that time, I would help friends and family with managing their money and discovered it was still my passion. Eventually, I was spending every day after work and all day on Saturdays helping people set financial goals, get clear about their expenses and expenditures and create realistic, livable budgets. I realized it was time to leave corporate America and start my new career as a financial coach.
When I told my friends and family that I was going to become a financial coach full-time, just about everyone said the same thing: “It’s about time.” People knew long before I did that this was what I was meant to do.
I have never regretted my decision. I feel truly fortunate that I get to spend my working days doing the thing I’m most passionate about – helping people plan for and create the lives they want to live.