That phrase has meant different things to me over time.
I started to dream bigger when I realized I wasn’t achieving my full potential and was settling for someone else’s measure of my worth. So I looked for a new job and negotiated a higher starting salary.
I literally dreamed bigger when our daughter Monica was born. I was wearing that necklace (it says “dream bigger” in braille) when I was admitted to the hospital and she was 9 pounds 1 ounce and 21 inches long at birth.
And now, I’m dreaming bigger as I start this new venture, Brightwater Financial.
For several years I struggled with how I could best help people with my talents around business, money, finance, and analysis. Being a CPA doesn’t always scream “helping people” the way being a teacher or doctor does. I’ve been interested in personal finance for a while, even starting my personal finance/lifestyle blog Fiscally Chic back in 2010. But it didn’t all come together until I heard a couple of podcast episodes with Mary Beth Storjohann explaining being a self-employed fee-only financial planner for 20- and 30-somethings. My previous experiences with “financial planners” were scammy whole life insurance salesmen trying to make a commission.
I then connected with the folks at XY Planning Network, the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y. Another one of my previous misconceptions of the financial planning industry was that it was only for older people with high net worths. It didn’t seem accesssible to young couples and new parents. And these are the people that need the extra help!
So I sat for the Series 65, became a registered investment adviser, and started Brightwater Financial.
I want to help you dream bigger about your financial future and achieve financial independence. It’s time to make your money work harder for you so that you can spend more time with your family and friends, rather than putting in extra hours at work.
If you’re ready to start planning for a brighter financial future, and want to see if we’re a good fit, schedule your complementary 30-minute strategy session today!