Shai Gothreau is the owner and a financial planner at Infinity Financial Services, and she joins the show today to talk about how she was led to financial planning from the desire to help her peers make better financial decisions. If you're interested in pivoting from a corporate career, building a financial planning firm while working full-time, or learning how to attract clients and plan for a future transition, this episode is for you!

Listen in as Shai shares how she began her career in Corporate America while coaching on the side, only to realize that coaching alone didn’t offer the depth she wanted. You'll hear how a few informational interviews helped shift her perception of financial planning, why she’s still in her corporate role, how she attracts clients, and the challenges she navigates while running her firm.

You can find show notes and more information by clicking here: https://bit.ly/449LLjB