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Today’s the Day!

There’s only so much planning and preparation that can go into designing a new venture.  Eventually, the first step has to be taken in order start the journey.  As many of you know I’ve been planning and preparing the last few months to launch my own firm.  I won’t lie, it has come with much adversity which I’m certain will prove to be fruitful.  However, what always seems to re-energize me is to remember why I started down this path.  

For the longest time my mind was convinced that there was one path to become a successful financial planner.  You could say that I was drinking from the status quo Kool-Aid.  Last year, I began to have some insightful, progressive conversations while conducting investigative research.  This was all done to determine exactly what the boundaries were within the financial planning industry.  What I found was inspiring.  The conclusion: by re-structuring how I offer  and charge for financial planning I am able to provide ample more value to my clients as well as my family.

This evidence coupled with the strong entrepreneurial tug was enough for me to start Storyline Financial Planning.  As of January 7th, 2016 Storyline Financial was approved as a Registered Investment Adviser (RIA) by the great state of Missouri.  What does this mean?  This means that the first stepping stone has been laid for my journey and I’m excited to invite you along for the ride!  I am able to continue providing financial planning for you and nothing makes me more excited!

Since January 7th I’ve began the process of transition all existing clients.  This has been an extremely laborious process as I’ve had to switch custodians, who is responsible for the safekeeping and accounting of all financial assets, entirely.  I’d like to take a moment to express my appreciation towards all of you for exuding an extraordinary amount of patience during this process.  Without patience, this profession and process can be very stressful.  So again, thank you.

Chances are, if you are reading this you are in some way invested in me or Storyline Financial Planning.  I want you to know that you’re appreciated not only for your confidence in me but also your tremendous amount of support and encouragement.  I’m now looking forward to picking up where I left off which is by investing in relationships to encourage meaningful living through confident financial decision making.

I continue to invite you on this journey with me and encourage you to help me write an epic story.  I don’t know what it will look like, but what’s for certain is that it’ll be eventful.  And one thing I’ve known about eventful stories is that they’re typically compelling and memorable.

2 thoughts on “Today’s the Day!

  1. Appreciating the time and energy you put into your forum and in depth information you provide. It’s good to come across a forum every once in a while that isn’t the same unwanted rehashed information. Excellent read! I’ve saved your site and I’m adding your RSS feeds to my Google account. Lenon

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