I thought I’d be a trumpet player. It was my all-consuming passion until I walked away from my professional music career at 19. Why the shift? I heard a recording by Jon Faddis, a protégé of Dizzy Gillespie, who was the same age as me. I knew then that while I was very good, I’d never be great.
And I wanted great.
So I stayed in school and mastered accounting and tax while amassing a mountain of student debt. I started working off that albatross in the high-pressure public accounting world and quickly started a side gig (doing tax returns) so I had an exit plan.
And then I discovered financial planning. Cue music and turn up the lights—this was the stage where I was meant to use my talent. I became a Certified Financial Planner®, built my fee-only, multi-advisor firm and became an expert at Financial Life Planning, including writing a book to guide other financial planners.
I’ve worked with over 4,000 women, men and families in my one-on-one consults, led workshops and trainings in over a dozen cities and given talks to thousands of people.
All of those experiences have inspired and informed my latest book: The Feel Rich Project (Career Press, June 2016).