6 years ago I was scared.
At that time, there was no:
- health crisis
- major market correction
- high gas prices
At my Harvard Business School reunion, we were asked to write down our biggest fear and then share it with the person sitting next to us.
It turned out my fear was the same as the guy I sat next to.
- we both feared poverty.
- we both worked in the volatile world of finance.
This fear drove me to make a change.
I needed to take a step in a new direction.
In my case, I needed control over my career.
I woke up early one morning and drove to Dallas (from Houston) to attend a conference - Invest in Women by FA Magazine
I met a few female financial advisors who were also CERTIFIED FINANCIAL PLANNERS ™ (CFPs)
They had it all figured out while I didn’t.
I wanted to be like them.
Driving back from the conference, I felt defeated.
It would take 2 years of study:
- trust and estates,
- financial planning, and
- investment management.
But I just couldn’t be a one-trick pony as a stock picker, portfolio manager.
Driving back from a weekend trip with family in Austin 6 years ago, I just did it.
I made a decision.
I signed up for an online CFP course and studied for 8 hours a day and passed the 6-hour exam 6 months later.
When times are scary, it's hard to take action.
Remember the hero’s journey, life tests us and challenges us.
These obstacles are what help us grow and improve - thanks again to Ryan Holiday
We all have the power to build a life that works for us.
6 years later, today, a lot of people are scared.
We are stressed, and it’s a confusing time.
It’s important to identify your fear.
Once you identify it, face it, and address it.
To anyone else out there, if you are scared and don’t know which way to go in your life and career, my advice is just start. Anything. This is also the advice from Marcus Buckingham who helped create the #strengthsfinder and wrote the book Love + Work, which I love reading right now.
6 years ago, I had no idea how my career would turn out.
It’s been the most rewarding experience having just attended the same confidence here in Atlanta after I started my own firm 2 years ago.
I learned so much to continue to grow my practice, and how to better serve women in this constantly changing, unpredictable, and stressful world.
Being an advisor and an investment manager I’ve learned it’s not just about making money, and value of your portfolio, life is about bringing out your best and unique talents. As you can see, it takes a long-term investment and development to create your talent.
What decisions are you making (investments) today to create a better future for you in the long term?
This photo is supposed to highlight 6 +500 page books I read to study for the CFP ;-)
Your Friendly Wealth Engagement Guide,
Wealth Engagement LLC
3715 Northside Pkwy NW
Building 100 - Suite 500
Atlanta, GA 30327
Office: (404) 795 - 6124 / (917) 826 - 5955
Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security.