Grey walls, stuck in a box, boredom…. sure I get to go home at 4:30 but those eight hours feel like the longest in the world.
I decided to become a CPA because I figured the job market is stable so there would be no worries financially. I had planned to go the tax route and open my own business doing tax returns. This was my plan but as so many of us have learned: things don’t usually go according to plan.
After working in public accounting for two years I was broken down mentally, emotionally and physically. I wasn’t cut for the corporate 60 hour weeks, billing clients, staying up until midnight on Friday nights doing tax returns. The firm partners would give us lower lever workers weekly reports letting us know how efficiently we were working and then we were penalized for spending too much time on projects or not completing enough projects. It was misery. And in the midst of all that I found out that I really don’t enjoy doing tax returns. It’s basically data entry with a twist. It got old real fast.
I decided that I was going to quit before I had another job lined up. Luckily I was able to find a corporate accounting position that was only 40 hours per week, there was no billing clients, no performance reports and it would be super low stress. It’s exactly what I needed to recover from public accounting. Something easy and slow to put my mental, emotional and physical self back together.
This was about four years ago. It’s taken that long to regroup myself. I’ve had to do a lot of soul searching and working on figuring out what makes me happy. I know I want to help people. And I know I want to work with numbers. I want to own my own business. And I don’t want to do taxes for a living. I want to do something more interesting.
I decided to take a class to be certified as a life coach. This ended up being incredibly powerful for me because I was also coached for the entire 6 months. I loved coaching, I love talking to people about their fears, emotions and their life challenges. I love it but it’s missing something. I crave logic and numbers and I want to combine the two to help people.
I want to combine life coaching with financial planning. I want to help people understand their financial options so they can make decisions for their future. Personal finance is not taught in schools and most people are left without a basic knowledge of financial who-hah. How can you design your happiest life without knowing how you will finance it? We tend to lock up our true dreams in a little box and hide them deep inside. We never let the dreams out because we honestly believe it isn’t possible. So why bother to dream? I want to help people define their goals, get in touch with their true purpose in life and figure out how to finance it.
When can you start working part time at your current job so you can start working on your passion?
When can you buy an RV?
When can you retire?
When should you start saving for your kids college?
When you’re old and looking back on your life, what do you want to see?
When can you take a year off work and travel the world?
What to you want to accomplish in your lifetime?
I want to help answer question like these for average, everyday people.
I will not sell insurance or investments. I want to be on my clients side working together. I am not going after wealthy people or trying to get commissions. I want to help middle class workers trying to finance a life they love. This is my dream. And I can’t wait to work with you.
What’s your dream? What financial life planning questions are unanswered in your life?