My journey as a Financial Advisor merely started because of a hunger to learn how to manage money. I guess everyone might agree with me, that even the rich people are sometimes lousy in managing their own finances. Even I, myself, is guilty of doing this. It's like, if you have money, the tendency is you want more. Shopping here, expenses overboard, buying that, buying these etc.
I realized, that sometimes it would take someone or somebody to poke our head for us to realize that we need to have a goal, we have to be financially literate, to make money work for us and at the same time protecting our love ones. Not for us chasing money and make us work forever.
Initially the case is we will work for the money (that's true) but eventually, as the time goes by, this must not always be the case. Our family, our kids, needs us. We need to have more time for them, we need to have time for things that we would like to do, like traveling or chasing our passion. Instead of us working for the longest time just to earn money.
So to initially achieve my goal to be a financial advisor are:
I realized, that sometimes it would take someone or somebody to poke our head for us to realize that we need to have a goal, we have to be financially literate, to make money work for us and at the same time protecting our love ones. Not for us chasing money and make us work forever.
Initially the case is we will work for the money (that's true) but eventually, as the time goes by, this must not always be the case. Our family, our kids, needs us. We need to have more time for them, we need to have time for things that we would like to do, like traveling or chasing our passion. Instead of us working for the longest time just to earn money.
So to initially achieve my goal to be a financial advisor are:
- Study
- Take some series of training.
- To pass the licensing exam.
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