Monday, February 03, 2014


And so, after 5 months of being more or less chained to my desk for a succession of very solid work weeks while grinding through the 5 topic area courses of the College for Financial Planning's CFP® curriculum, I'm done for now.  Passed my last exam, now have one more course before I can sit for the final board exam in July.

Thus, I am faced with that other question, the big one, what's next?  I have a big spreadsheet of firms to reach out to, one conversation already ongoing with a firm and, thankfully, some trips and social events already lined up on my calendar so I don't have to kick everything up whole cloth.

And, to my right, my task list, filled with all manner of chores and small tasks I've been putting off, could probably keep me busy for weeks.  Most pressingly, change the oil on the Prius, probably need to have the brakes looked at on the Volvo because 1. That always needs tending and 2.  There's a mild shudder when I travel up around 70 on the interstate.  I just walked downstairs to get a banana and was reminded I need to call Marvin about putting some sort of sealant on the deck, which he pressure-washed a few weeks back (at a most reasonable price, I might add!).  Better stop, the list goes on and on.

So I must balance the high-level questions (should I go for a safer salaried job at a larger firm or take the risk of breaking out into a wholly fee-based construct in which I would have more control over my life over time), with the smaller ones.

Which is to say, it's life.  Just another day.  But a rainy one, so hopefully Natalie's away game in Durham is cancelled and I don't have to sweat the question of getting over there to spectate and dad.

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