“Happiness lies in the joy of achievement and the thrill of creative effort.” Franklin D. Roosevelt
It’s happening. This is my dream. I’ve been literally thinking and dreaming about the prospect of starting my own financial planning firm for YEARS. The launching of Workable Wealth is the culmination of all of the time spent planning (obviously), questioning, trying to determine if this was meant to be, getting feedback, doing research, and finally just determining that I’m jumping in and just DOING it already. Because honestly, how else is something going to get done? Action is necessary.
The process of launching Workable Wealth has been an educational, humbling and exciting experience all wrapped in to one. Not only was I lucky enough to have the support and encouragement of an awesome network (who just happens to see the need for accessible financial planning for this market as much as I do), but I was lucky enough to have Marie Fox of Creative Fox working on my logo and graphic design, the photographers at Continuum Photography who are skilled and artsy enough to make this financial nerd seem glam, the awesome Lisa Hinz of LMHinz Marketing to assist with overall branding and content and the amazingly detailed, artistic, Jon Moreaux (who is also in a fantastic band called The Material) to design this gorgeous website you see in front of you.
Workable Wealth couldn’t have happened without the help of other professionals around me. I have to honestly say that I didn’t even have a vision for what I was looking for at some points. I just knew who I wanted to help and how I wanted to help them. I’ve noticed the same concept applies to many of those I work with around their finances. Many people come to me just knowing they “need help” but not specifically having a vision of where they need the help and what it looks like.
That’s where I (and Workable Wealth) make a difference. By having a clearly defined market (I work with those in their 20s and 30s who typically have an income of at least $60,000 / year and are looking for help managing their finances through their post quarter life transitions) I am able to work with my clients to serve as a reliable source who will guide them through a process of understanding their money values and goals, coach them through decisions on spending and investments, encourage them to communicate and go in for the ask when necessary, and be present to both hold them accountable and address the various needs and questions that are likely to arise along the way.
Sometimes it’s hard to ask for help when you don’t know what you’re looking for specifically. But by just asking the questions and starting the conversation around your needs, you could find yourself with suggestions, resources, and a solid strategy and plan that you hadn’t even imagined could exist… that happens to fit right in with the goals that you didn’t know you had.
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