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2023 is right around the corner and many of you may be considering changing careers. The only problem is there is a lot of fear frequency around the state of the economy not to mention the insane inflation rates. Today, we are listening to Caroline Tanis' story. She is a financial advisor who was living the American dream. She walked into her well-respected and high-paying finance position every morning with her power suit and designer bag in Manhattan, New York. Yet secretly, she was tired of having to turn clients away who didn't have the financial portfolio her firm was looking for and desired to open up her own firm dedicated to helping those who were looking to evolve their financial literacy. Caroline being the great financial advisor that she is, created a strategic financial plan based on her desired quit date and shares her thoughts about how you can too.
By Bianca Ariel2023 is right around the corner and many of you may be considering changing careers. The only problem is there is a lot of fear frequency around the state of the economy not to mention the insane inflation rates. Today, we are listening to Caroline Tanis' story. She is a financial advisor who was living the American dream. She walked into her well-respected and high-paying finance position every morning with her power suit and designer bag in Manhattan, New York. Yet secretly, she was tired of having to turn clients away who didn't have the financial portfolio her firm was looking for and desired to open up her own firm dedicated to helping those who were looking to evolve their financial literacy. Caroline being the great financial advisor that she is, created a strategic financial plan based on her desired quit date and shares her thoughts about how you can too.