Members

  • I used to meet with my financial advisor once a year. The annual review meetings followed a similar pattern – despite his best efforts (and good advice) I would intently listen to him discuss my portfolio holdings and performance. After about 5 minutes I thanked him for helping me manage my money anxious to ask him the question I asked him every year - ‘What is a day-in-your life as an advisor look like?’. As far back as I can remember, I’ve always been interested in personal finance. I...

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    I used to meet with my financial advisor once a year. The annual review meetings followed a similar pattern – despite his best efforts (and good advice) I would intently listen to him discuss my portfolio holdings and performance. After about 5 minutes I thanked him for helping me manage my money anxious to ask him the question I asked him every year - ‘What is a day-in-your life as an advisor look like?’. As far back as I can remember, I’ve always been interested in personal finance. I remember opening my first bank account and every time my bank book showed a deposit, my heart skipped a beat. I also happened to be the child who continually was asking “why” while growing up and still am to this day am a voracious reader. If you tell a good story, I am the last to leave the campfire.

    Twenty years later and following on the heels of almost 18 years as a ‘bond girl’ in capital markets, I now know what a life as an advisor looks like. The thousands of ‘why’s’ I’ve asked and continue to, the stories I loved to hear and continue to, are occurring every day with the clients I work with at Steadyhand. I finally get to be on the ‘front line’ – advising real people and helping them get on track to long term investing success.

     

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