


Initially I chose this career as it combined my gifts with my heart for helping people. It seemed a practical choice. A few decades later, I realize that the reason I stay in this career has more to do with the heart than anything practical. Yes, my education, advanced designations and experience enable me to create solid financial plans for our clients. However, the joy I experience when my clients realize financial clarity about their finances, is beyond rewarding. My motivation is to see the smiles and sighs of relief when I reveal to my clients, they can indeed afford to...