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.
Chris (aka Peg)