Three years ago, I never would have imagined I’d be where I am. Working independently, living in a house I OWN, and helping people improve their finances every day. It took a lot of risks and leaps of faith to get here, but I don’t regret any of them.
As I started working with more clients last year, I realized that I needed to level up. I needed a deeper understanding of some of the nuances in financial planning, and I needed to signal to future clients that even though I don’t have decades in this industry, I’m so committed to this work. So, last November, I started the coursework to become a CERTIFIED FINANCIAL PLANNER™. (Apparently, you get in trouble if you don’t write it that way, so please don’t think I’m extra for the all-caps). Some of the CFP® material was a refresh – at that point, I’d already been working with clients for almost two years. But some of it, the parts that I didn’t get as much exposure to with my clients, was brand new. Estate planning minutia, tax strategies, and so many different retirement plan rabbit holes.
Continue reading “Leveling Up with the CFP®”