My passion for financial planning began about the time I began making money, maybe a little before. What began as hobby managing my own future, designing endless spreadsheets and having thought provoking conversations with my father, grew into a passion for knowledge and education.
As a young single person working at a software company, I began saving for retirement. I knew why I was saving, but wanted to know more about how best to save and how to plan. So I began reading everything I could get my hands on – books, magazines, online articles and calculators, you name it.
In 2006, I decided to turn a passion into a career and joined a major brokerage house to become a financial advisor. I passed the tests, learned the ropes, and absorbed everything I could from the senior advisors around me.
I had also just embarked on a new personal adventure by getting married; I was determined to guide us through the financial maze. I moved from one brokerage house to another, trying to build my career around educating the people who need it most.
As my career progressed, so did our family. First another golden retriever, and then a beautiful baby girl. The complexity of my own financial and legal situation increased the minute she came into this world. I realized that the path to legal and financial security took some navigating, even with everything I knew.
As more and more friends came to me for advice on how to secure their own futures, I began to realize there was a greater need. A well-timed e-mail from Hallie about financial planning and marriage sparked a conversation and several months of conversations later, Get It Together was born.