- College Savings
- Financial Planning
- Investment Management
Fee Only? yes
Santa Monica, California
Fee Only? yes
As a kid, all my dolls wore pantsuits. I was planning to take the business world by storm.
At 5 years old, I set up shop in my grandma’s living room and kindly allowed her to repurchase all her trinkets from me at my imaginary cash register. I was a successful business woman!
Inspired by the popular book series, The Baby-Sitter’s Club, at 8 years old I founded my own club with my three best friends and, as you can imagine, I appointed myself President. I directed our team to host bake sales in our small downtown square to raise money–for who knows what–it didn’t really matter, because this is what successful girls did. I was on my way!
I got an undergraduate degree in economics. Someone told me that while that is a great foundation, if you want the best job you need an MBA. I said Yes.
We like this MBA on your resume. Want a Wall Street job? I said Yes. (Well, first I asked if it involved a power pantsuit, then definitely said Yes.)
Want to fast track your career by spending years studying for a really difficult test? They said the most successful finance people did it, so I said Yes.
After years of saying yes, I was up for a fabulous promotion at one of the most prestigious asset management companies in the world. The promotion would have meant more mentoring, money, and opportunities, so this should have been the easiest yes of them all.
For the first time in my life, I said no.
It was the best decision I ever made. I still loved finance, but there was something missing. I realized that being a successful business woman didn’t mean following an expected path, I could follow my own dreams.
One of the first questions I was asked at Abacus was if I wanted to help individuals align their values and goals with their money. The answer was a definite yes.
Years of Experience