It’s been ten months since I wrote a blog post on my decision to change careers to become a financial planner, and a lot has happened since then. Back then I decided to attain my Certified Financial Planner (CFP®) credentials, which is basically the gold standard for financial planning. It’s one of the more difficult…

I hesitated to write this blog post because it will hold me to a decision I recently made. I guess there’s no turning back now! After almost 25 years of working in the technology field, I’ve decided to change careers and become a financial planner. How did I get here? After my husband died in…