Ep #136: Leaving a Fee-Only RIA to Start a Financial Coaching Business with Alli Masoero
New Planner Podcast · Caleb Brown
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Show Notes
Alli Masoero is the Founder of Money Conscious, and she joins the show today to share her career path, starting from first becoming interested in financial planning to starting her own firm. If you have found yourself questioning your passion for serving high-net-worth clients and are considering a different path, this is an episode for you!
Listen in as Alli shares the sequence of events that led her to shift her focus from majoring in mathematics to financial planning despite the disapproval from her parents, how she found her first mentor, and how that mentor led to a job offer. We also discuss how she was inspired to start a new venture blending her twin passions of financial coaching and planning, the operational details of her firm, and valuable advice for those new to the field of financial planning.
You can find show notes and more information by clicking here: https://bit.ly/43etuyG