I received my undergraduate degree in Chemistry from Union College. I loved Organic Chemistry. It taught me how to think backwards, start at the end, decompose into smaller pieces until you reverse engineer the entire process and identify the necessary raw materials for success. It is a skill that has served my clients well.
If I could do it all over again, I would have studied Cosmology. The idea that everything we see and know today started with a singularity is mind-blowing. Steven Hawkings and Steve Jobs have much more in common with each other than their first name. Each of them had the task of taking on an extremely complex problem, divining and constructing a solution that has never been proven, and hope (or wait) to be proven right.
I would like to submit my name to be added to the list. The work we perform for people who want to make positive changes to improve their personal financial situation is just as complex and impactful.
To transition from vision to action, you need a plan. Would you bet your retirement on the details and execution contained in your existing retirement plan?