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Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy

Financial Advisor Success

CHAPTER

The Importance of Hindsight in Financial Planning

The day that I signed my exit agreement was the same day that I incorporated pearl planning within you know five minutes of each other so there was like this like lost in the wilderness phase for a couple years. With the benefit of hindsight it was probably two years from mid 2015 or 16 to mid like early to mid 2018 and ultimately um I left over the summer of 2018 now.

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