06/16/2026
Something to Think About: 💭
For a long time, I worried that my age would be viewed as a disadvantage.
When I first entered the financial planning profession, I was one of the youngest people in the room. I wondered if clients would see my age before they saw my work ethic, credentials, or commitment to helping them reach their goals.
Now, at 30 years old, after 8 years in the business, earning my CFP® certification, and obtaining my securities and insurance licenses, I've come to view things differently.
What I once saw as a challenge has become one of my greatest strengths.
One of the questions I encourage people to think about is this:
"Will my advisor be there not only to help me get to retirement, but to help me through retirement?"
Financial planning isn't a one-time event. For many families, retirement can last 20, 30, or even 40 years. During that time, life changes. Markets change. Tax laws change. Goals change.
Many investors spend years building a relationship with an advisor only to find out that advisor is slowing down, retiring, or transitioning their clients to someone they've never met.
That's not necessarily a bad thing, but it's a conversation worth having.
If you're currently working with a financial advisor, ask about their long-term succession plan. Ask who will be helping you 10, 15, or 20 years from now. Ask whether the relationship you've built today will be the same relationship you have when retirement actually arrives.
You deserve an advisor who is committed to helping you pursue your goals, not just getting you to retirement, but helping guide you through it.
Financial planning is personal. The relationship should be built for the long term.
As always, happy to have a conversation.