Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths
Behind The Advisor · Behind The Advisor
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Show Notes
Lorri DeFoor started her career as a math teacher, and though she loved it, she became restless just a few years ago. Realizing her skills were transferable and that she had a passion for helping people with their money, Lorri decided to open up her own fee-only firm and founded Sustain Financial Inc. She joins the show today to discuss the challenges of starting a firm after only one year of experience in the business and how she navigated her way through a life-changing career change.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/231