I overcame my confidence issues in my 20s, went to business school, met my husband, had kids, and became a portfolio manager at a hedge fund.
After working crazy hours, managing nannies, making my girls practice violin every night, I thought I made it, I was in my 40s, with 3 kids.
But a bigger challenge came at me from out of nowhere.
I worked this hard and for what? What was I supposed to do next?
My daughters’ school (The Fay School) in Houston had a Parent Ed session on: Your Family’s Core Values: Creating a Family Mission Statement.
Just like a business, families should have a mission statement?
I invested in growth companies and commodities (metals and mining, energy and production companies) but I wasn't growing.
I was blown away by this...I knew something was missing.
Should we all have a purpose? A mission statement?
This was a step in a direction I hadn't thought of …
I knew I had no control over the stock market, my career, or my future.
I could have continued to avoid figuring out my path but I feared if I didn’t, I would have been sucked down into some vortex.
So I created an obligation, just like a debt that I owed my family.
Debt is an obligation that increases your risk. Just like financial debt, I needed to take on more risk. If I didn’t take the risk to figure out my path, this debt would have compounded and grown.
I figured out my purpose which is to encourage women to take more risk in their lives and invest. I went back to school and earned my CERTIFIED FINANCIAL PLANNER™ credential, became a financial advisor, and almost a year and a half ago started my own registered investment advisor firm.
I love having invested in my life and helping other women do the same. If you know of someone going through a major transition, please think of me as someone who can help.
Your Friendly Wealth Engagement Guide
3715 Northside Pkwy NW
Building 100 - Suite 500
Atlanta, GA 30327
Office: (404) 795 - 6124 / (917) 826 - 5955