Last year when I announced that I was exiting my career as a financial planner people were curious about two big things:

1) What was I going to do?

2) How did I know I could do it?

The first on I tried to answer through my book (AfterLIFE, Waking up From My American Dream) and podcast (It’s the Journey), and that is I’m going to live a life of growth and purpose through the pursuit of my passions and interests. The other question was a result of years of planning and that’s what I want to talk about now.

Below is a blogpost I published in 2018 when I was a financial planner. For years and years I had been frustrated with the confusion that exists about what planning is and annoyed at how the financial industry sometimes perpetuated that confusion though everyone calling themselves a financial planner no matter what it was they actually did. I used to say it was as if every car salesman started calling themselves transportation consultants while still working for a car manufacturer.

I wrote this to try to help clear up the confusion and it resulted in new clients seeking me out as existing client wanting to take a fresh look at planning for themselves or loved ones. I’m talking about it still because people keep asking me how I knew I could pursue my dreams away from that career.  I had a Blueprint and a roadmap I’m still following as I live my dreams.  I hope you will begin today on yours!

To read the full blog post, please go to Episode 57: Thoughts on Financial Planning On Carloblog.com.

Thank you so much and enjoy your journey!

Carlo