Align Your Career With Your Goals

One of the fun parts of being a financial planner is getting to
discuss some of the money moves we’ve made in our household
knowing clients and readers are going through similar things. In
these Work Your Wealth episodes I'll be taking time to address
how we approached the different money situations and the results
of our decisions. Today I'm talking about what has happened since
the merger with Abacus Wealth Partners, what Workable Wealth
looks like now, how we’ve been getting through the pandemic and
changes I’ve made to align my career with my values.






HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


An update on where things are for Workable Wealth

Why it’s okay to pivot, even during a pandemic

Career details about my merger into Abacus Wealth Partners
and how things are going

What prompted me to pivot and merge with Abacus Wealth
Partners

What I recognized about my business and career to expand the
value I was providing

Things we built after the transition

What Workable Wealth has turned into after the merger

What it looks like to make broader changes in the financial
industry

The decision that was made to align my career with my values

How I felt I could make a bigger impact with clients and in
the industry



 


LINKS WE MENTIONED ON THE SHOW:


Episode 88: Business Transitions as an Entrepreneur: How We
Decided to Merge Workable Wealth



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