I first became interested in becoming a financial advisor in the 1980’s. While I had a law degree and enjoyed practicing law, I found myself trying to determine how to use my skills to best serve my clients. It was about this time I read a book about the new field of financial planning.
The more I studied financial planning, the more I began to appreciate the need for it in people’s lives.
Financial planning offered me an opportunity to be a pioneer in an exciting new field. In 1987 I obtained the Certificate of Financial Planning Certificate™(CFP®), becoming one of the first people in Kansas to do so.
My favorite part of being a financial planner is being relevant in my clients’ lives.
As an attorney, I found myself drifting in and out of my customer’s lives when an issue arose, such as a need for drafting a will or living trust documents. However, as financial advisors, we are continually an important part of clients’ lives. Helping people accomplish their life goals is a very fulfilling profession.
One of the most rewarding aspects of my job is sharing in the good times with my clients. Over the past 25 years, I’ve been invited to numerous weddings, children’s graduations and anniversary parties. Feeling like I’m part of my clients’ lives is what keeps me in the business and keeps me motivated.
P.S. If you aren’t a current client of Legacy’s, schedule a conversation to see if Legacy is a fit for you.