I’d always liked the idea of being my own boss. Not having to be accountable to anyone. Making the rules. Leading the charge. Running my own damn race.
Others might call it defiance. Determination. Guts.
But from where I sit, betting on myself, getting educated and laying a foundation for a secure yet flexible future for my family was the most sensible, conservative choice I could’ve made. In fact, I’ve made sure that things feel so rock-solid that I’ve reduced all stress and anxiety around money.
Many will have you believing that money is complicated. That it’s scary, overwhelming, untameable. When you’re presented with too many options, bamboozled by the industry jargon, or unable to accesses relevant advice because of an exorbitant price tag, it’s hardly surprising so many of us feel that way. And you’re left not knowing where to start, what advice to trust or whose lead to follow.
So, I’ll give this to you straight. There are only three things you need when it comes to finance:
• EDUCATION in simple terms, giving you confidence and a clear plan to move forward.
• OPTIONS that are the right fit, so we can work faster toward ticking off your lifestyle goals. You might need once-off advice on a single issue or ongoing support on a range of issues. I’m guessing you’ll also want transparency around fees, too.
• AUTOMATION of financial life, so you have more time to enjoy all that life has to offer, not to mention the relief of not having to worry about money.
Can you spot a rebel when she’s sitting across the desk, her hair neatly pinned back as she crunches the numbers and helps you smash your financial goals? The one translating the spreadsheets, so you can frequent your fave dining hot spots, travel the world, explore investment opportunities, start your own business, or rent the nicer apartment (the one you can have all to yourself).
Could you spot a rebel, the one who’s breaking down industry jargon, empowering you to fast-track your earning potential without losing out on precious family time? The one who encourages you to pin that beach house on your vision board and diversify your assets. The one who believes you can invest in schooling, build your dream home in the better suburb, and not forgo the occasional indulgences.
I dedicate my financial planning services to the woman who quietly rebels. The woman who lives life on her terms. She who decides not only how she earns every dollar, but how she invests it, leverages it and enjoys it. The woman who doesn’t allow anyone else to control her financial destiny.
I’d be in inclined to call her a rebel with a cause.
Because, in a world full of people hell-bent on calling your next shot, grabbing your financial destiny with both hands and declaring “I’ll take things from here” can be the greatest act of rebellion of all