Just to say hello to everyone here. I've been occasionally reading a couple of forums like this one for the last few years, and it has been immensely helpful to both me and to some friends that I have helped to plan out their savings and planning. My background is BS in MechEng, Econ, and a minor in models and data analysis, so this sort of thing is a good fit for me. I have been working full-time as an engineer and part-time as a sailor on tallships, but I'm thinking about leaving engineering in the next few years and would like to become a financial adviser for people, at least part-time. Recommendations from people practicing would be appreciated. I'm hoping to be able to retire to sailing 9 months a year before I'm 40 - summers on Lake Michigan and in the winters take a 3-4 month contract to work a boat somewhere warm!
For a current starting point, my NW just passed $100k (excluding condo w/mort) about a week ago, about 60/30/10 ESOP/401k/Roth. Leaving soon to island hop in Italy for about 10 days with some sailor friends. Living well and looking forward to only working on things that I enjoy!
For a current starting point, my NW just passed $100k (excluding condo w/mort) about a week ago, about 60/30/10 ESOP/401k/Roth. Leaving soon to island hop in Italy for about 10 days with some sailor friends. Living well and looking forward to only working on things that I enjoy!
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