"You might have 18 months left to live."

That's the worst thing anyone has ever told me. In 2024, I was diagnosed with a life threatening brain tumor.

"Everyone has a plan until they get hit in the face."

My life plan did not include getting a brain tumor diagnosis (I doubt anyone's does).

I had just turned 30 years old. I work as a financial advisor and have been preaching 'life planning' with all clients since I started in 2016. Now, life was giving me something that I myself had no plan for.

This was scary. And yet, I was in the best place to handle it all. I had started my own RIA Firm just a few years prior in 2021.

At the time it was because I craved true independence, ability to invest the way I wanted and serve the clients in the way that I wanted.

Starting your own firm comes with everything good and bad about being a business owner.

Yet, it was the biggest reason that I could take 20-30% time off for 3 months leading up to the surgery for dozens of tests, scans and blood draws traveling from Austin to Houston. And then taking off for a complete 4 weeks no screens post surgery.

Try doing 'no screen time' in this post COVID world.

I have the greatest team and the greatest clients who all supported me during this time. The surgery was completely successful! (and scans are still clear 2 years later!)

So as you probably have guessed, I'm as biased as it gets for telling advisors that are already running their books of business that they should stop paying 40-60% of their revenue in overhead and start their own firm. With full control. And full independence.

We have helped others launch. I will do this until I die (thankfully and hopefully not anytime soon!!)

If you want to learn exactly how we did it or want a roadmap on how to do it, I love meeting with anyone and everyone. Completely confidential. Find a time for a virtual call below.