Chris Haviaris, CPA, CFP developed her unique perspective and uncanny unability to blend the practical and the profound over 25 years of working with people and their money, and nearly that long practicing and studying yoga. She is the founder of TTR Wealth Partners, LLC, and lives in the Hudson Valley with her two children and their very zen cat, Maddie.

When I Was Invisible

When I Was Invisible

I know, I owe you Part II of the Meaning of Fiduciary Financial Planning post....it's in final edits, be out in a day or so.  Meantime, as I get ready to head off to FinCon16, the place where all the financial blog nerds mix & mingle, I'm reflecting on the year since I attended their conference in Charlotte.  

I had grown more than a little frustrated with the financial services industry.  The pressure of knowing that I was a part of the problem unless I took some steps to be a part of the solution, led me to take a bold, some might call it crazy, step.  I decided to form my own firm.  I refused to believe the party line that a firm of my small size would never be viable. I believed it was the only way to do planning the way that felt right to my heart, so I just did it. While I was still filing my paperwork with New York, and still under the watchful eye of my Broker-Dealer's compliance team, I started a blog about the journey, using the pseudonym - Peg.  Not that the anonymity mattered.  I mean, it's not like anyone was reading it [sigh].  I didn't mind.  It was a place for me to think out loud, to process, and to vent.

Now that I'm free to think & say what I like, I thought it'd be fun to add those posts here.  I left them all signed Peg, mostly cause I'm too lazy to edit them, and because it's a piece of my history that I'd like to keep intact.  Might come in handy to use against me should I ever decide to run for president.  

You can read the original about page here.  

Enjoy,
Chris (aka Peg)

 

The Meaning of Fiduciary Financial Planning, Part II

The Meaning of Fiduciary Financial Planning, Part II

The Meaning of Fiduciary Financial Planning - Part 1

The Meaning of Fiduciary Financial Planning - Part 1

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