Frank Austin, CFA, ChFC®, founder of Sustainable Financial Planning, achieved his FIRE goal of retiring at 50 and starting his own financial planning firm. His goal in starting the firm wasn't to make a lot of money as he was already set up for retirement, but instead to impact the lives of as many clients as possible.
We talked about some of the things he thought he would focus on early in the business, such as ESG investing and how those plans evolved over time as he found the clients he enjoyed working with and learned the challenges of running his own solo practice. He's made a recent pivot to moving into more advice packages and away from ongoing planning, and he shared why he made that move and the clients he hopes to help with that new program. I hope you enjoy hearing about Frank’s journey as much as I did!
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/355
Behind The Advisor