From an early age it seems that I have always been managing money. My parents gave me an allowance for helping around the house, and I had to use my savings to make some of my purchases. They also owned a small business and I helped count the money for the bank deposit. This must have been the preparation for my part-time job as a bank teller while attending college! After obtaining my business degree I entered the workforce in the corporate world.
Having taken time off to raise our three daughters, I decided to reenter the work force and gravitated to finance again.
It seemed I had been the treasurer on nearly every volunteer committee of which I had been a part. However, I wanted to find a career that would take my financial background to a more personal level. I felt that my experience of making a lot of financial decisions which life brings, as well as budgeting while living on one income, might be of value to others. I dealt with questions such as:
- Does it make sense to refinance my house?
- Should I lease or buy a car?
- How much should I save?
From the start of my career as a financial advisor, I have enjoyed problem solving with clients. I consider each situation carefully and try to treat it as if it were my own. I take very seriously that I am working with my clients’ livelihood.
Having experienced many things my clients may experience, such as getting my daughters through college or moving an aging parent to assisted living, reminds me it is not always just about the numbers.
The most rewarding part of my job is seeing people enjoy their financial security, such as a comfortable retirement or a special vacation. One of the most difficult parts of my job is when a client may experience challenging times in their life, such as a medical issue. Because of the personal relationship developed with each client, you empathize with their dilemma. At the same time, it is satisfying to be there to help ease their situation knowing that money is one less thing they have to worry about. I’m lucky to be in a profession I enjoy while helping people along the way.
P.S. If you aren’t a current client of Legacy’s, schedule a conversation to see if Legacy is a fit for you.