Our Thoughts

Choosing a Career — Could Financial Planning be the Path for You?

By: Alexis Grason & Kati Krause

What career combines an affinity for math and analytics and also allows you to help and connect with people? This is the question Alexis Grason and Kati Krause found themselves asking while they decided which major to pursue in college. Here are their thoughts on why Financial Planning was the best choice.

Kati’s Thoughts

From the time we’re young we’re constantly asked, “What do you want to be when you grow up?” As I grew up, my answer varied from teacher to orthopedic surgeon to pastry chef and everything in between. I still hadn’t found the right answer when I started my freshman year at Texas Tech. I knew my strengths and weaknesses and decided that a business degree seemed like a good choice. Over the next few years, I had the opportunity to get involved in the community, meet many alumni, and have a few internships. As I entered my senior year, I had figured out I wanted a job that allowed me to utilize my analytical skills and my passion for connecting with people day in and day out.

Lucky for me, Texas Tech offered a master’s degree in personal financial planning. Over the next two years, I knew that I had found my answer to the age-old question, “What do you want to be when you grow up?”

Now that I have more than a year of experience under my belt as an Associate Financial Advisor, I’m even more confident that this is what I was meant to do. I continue to sharpen my skills, and I am excited about this path because it’s a path that I can shape as I learn and grow.

Alexis’ Trifecta

15 years ago I was deciding on a major at Virginia Tech. I wanted something that used my strength in mathematics while also fostering my desire to help people build confidence on their own path.  Ultimately, I decided on Financial Planning. Here’s why you might want to consider it too…

As a woman, I wanted a career that would provide flexibility for the future. One of my ambitions was to be a working mom. I knew the kind of parent I wanted to be and I needed a career that would empower me with the flexibility and control to accomplish that.

On top of that, the values of building confidence and financial stability were ingrained in me while I was young. It started with small lessons from my mom. A single mother of two living off a teacher’s salary, she taught me the need to take care of yourself and prioritize financial security. She did the best she could with what she had and modeled the wisdom that every decision you make has a ripple effect. You must know the variables, assumptions, and range of outcomes.

The Trifecta

  1. Empowering other women: Being a financial planner lets you guide others on their financial journey. For me it has always been especially important to help other women realize the power they have to make wise decisions with their money that put them (and keep them!) on a path to long-term success.
  2. Mentoring: Along the same lines as empowering my female clients is mentoring new advisors. We need more women CFPs® in the profession. The growth numbers for our gender has stagnated for years at only 23%! Mentoring a budding advisor is a passion of mine and it can be a rewarding journey.
  3. Creating the life you want to live: The pandemic has many of us reflecting on what is meaningful in our lives. Our values — relationships, family, giving back, spirituality, meaningful work, etc. — are the tenets that should drive our decisions. Serving as a financial coach to others can meet many of these values.

The last one strikes home for me with my desire for flexibility and stewardship. This is how I try to live a life of significance. Question your values and habits and use these introspective answers to drive what you want to do in life and where you want to spend your time.

Money gives you choices, freedom, and flexibility. Money serves as the gas in the tank and tends to be part of many, MANY decisions we make in life. Being a CFP® gives me the skills and tools to lead conversations with clients and help them live the life they want and allows me to do the same!

If you’re still deciding what you want to be when you grow up, consider joining us in this fulfilling and dynamic career!