In early January 2017, I registered Sycomore Financial as a business in the state of Indiana. Five years ago! It seems incomprehensible that much time has passed.
My favorite part of my job over the years has stayed pretty consistent- I love the initial financial plan creation. After the introduction meeting and goals meeting, clients have given me a wide range of financial documents (tax returns, investments statements, employee benefit information, etc.) and we have talked through goals.
At this point, I sit down with all the information and start putting it all together. In my mind, it is similar to a good puzzle (shout out to national puzzle day a couple of weeks ago).
There are several reasons why I like this part of the process. First, I like creating order. Financial matters can be so complex between investments, taxes, insurance, cash flow, etc. I like putting it all together in a picture that makes sense. Second, it is fun to find simple changes clients can make that will help improve their financial situation.
I am five years from registering Sycomore Financial as a business. I have poured thousands of hours into the business. Chances are many of you have spent thousands (or tens of thousands) of hours pouring into your career (whether that is a job for money or a job at home).
I would love to hear what your favorite part of your job is. Reach out and let me know!
Interesting Article(s) or Video(s)
A Wealth of Common Sense - 8 Of the Biggest Investing Myths
Ben makes several excellent points in the article. I particularly liked how he articulated the difference between gambling and investing.
Thank you for reading!