Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan
New Planner Podcast · Caleb Brown
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Show Notes
Mary Ann Sullivan is the Founder of 395 Financial Planning, and she joins the show today to share how she was able to go from a 20-year career in public education to becoming a financial planning firm owner. If you're interested in making a mid-career transition, starting a firm that serves everyday professionals, or learning how certification can build confidence and credibility, this episode is for you!
Listen in as Mary Ann shares how she discovered her passion for financial planning, took the initiative to pursue her education, and landed her first position. You'll learn how she passed the CFP exam, how her firm is structured, and the details of her service model and fee schedule. She also opens up about what inspired her to launch her own firm just six months ago, as well as how earning her CFP certification boosted her confidence as a planner and business owner.
You can find show notes and more information by clicking here: https://bit.ly/4h8W5NI