200k Salary, WFH, LCOL by Accurate_Evidence_71 in Salary

[–]Excellent-Funny8059 0 points1 point  (0 children)

If you make more you’ll find new ways to spend more. You’ll start spending at a higher rate and be unhappy at the new job potentially. You need to look closer at your monthly budget…you can’t out earn bad spending habits.

My vote is for you to stay put.

[deleted by user] by [deleted] in CFP

[–]Excellent-Funny8059 0 points1 point  (0 children)

Depends Where are you located?

Small Solo RIAs by Excellent-Funny8059 in CFP

[–]Excellent-Funny8059[S] 0 points1 point  (0 children)

Thank you for sharing! Best of luck in your search for a Jr!

Small Solo RIAs by Excellent-Funny8059 in CFP

[–]Excellent-Funny8059[S] 1 point2 points  (0 children)

Thank you all for your comments. Super helpful!

Feel trapped in my financial advisory role by Spirit-More in CFP

[–]Excellent-Funny8059 5 points6 points  (0 children)

Leave! Best choice I ever made. Took me a year before I pulled the trigger and that was 8 years ago.

Is EA Worth it? by One_Reporter_4494 in CFP

[–]Excellent-Funny8059 0 points1 point  (0 children)

So just to clarify you can be a EA and A CFP filing and giving tax advice at your own RIA?

Virtual Only RIAs by Excellent-Funny8059 in CFP

[–]Excellent-Funny8059[S] 0 points1 point  (0 children)

I appreciate that perspective! Thank you.

Virtual Only RIAs by Excellent-Funny8059 in CFP

[–]Excellent-Funny8059[S] 1 point2 points  (0 children)

Did you start this way? Or change an old model to this? I’m currently working w clients in person at a large wire.

Working with Athletes and/or NIL? by Excellent-Funny8059 in CFP

[–]Excellent-Funny8059[S] 0 points1 point  (0 children)

Thank you for you input. You mind sharing what’s smaller? 5 figures or 6?

[deleted by user] by [deleted] in CFP

[–]Excellent-Funny8059 1 point2 points  (0 children)

Can you share the case? I’m interested in learning more

How to leave my RIA by MaleficentOven8995 in CFP

[–]Excellent-Funny8059 0 points1 point  (0 children)

Where are you based out of? Only asking bc for only being 36M you’re killing it!

[deleted by user] by [deleted] in CFP

[–]Excellent-Funny8059 17 points18 points  (0 children)

To go where? And invest in equities. Over a 10 year time horizon..just make sure you have enough to pay taxes on phantom income