The reason I got into this profession
My fiancé surprised me twice.
I decided to take the untraditional route and ask the man I wanted to spend forever with, to marry me. I spent over a year filming the ultimate proposal video and orchestrating the perfect proposal evening. When it came time to show the film and propose, I couldn’t stop my hands from shaking! But when the film started to play, he looked at me and I finally was able to exhale. During the film there was a lot of laughing and maybe even happy ugly crying. When it was over, I mustered up all my courage and asked, “will you marry me?” To my surprise, he got down on one knee and pulled out a ring set with a giant blue, turquoise pearl. I remembered it was the one we found the first time we went abalone diving. I was so happy that it didn’t bother me when he stole my big moment.
We haven’t always been so in sync. In the early years of our relationship we had serious conversations about our future and merging our lives together. Every conversation was handled with ease, but I noticed there was one conversation that never happened. One day I steeled myself and asked, “what is your money situation like?” A long silence followed. He proceeded to pull out his bank statements and told me about his debt. This was the second surprise. His debt number was twice the number I was expecting to hear. This giant debt monster was standing in the way of our future plans. We had to defeat it if we wanted to start our lives together on the right foot.
It wasn’t easy, but years later here we are, stronger than ever. Having hard conversations early on helped us come together, acknowledge past mistakes, and work as a team towards future goals. We’ve been able to adopt healthy money habits, become budgeters, and ultimately team players. It wasn’t easy but the knowledge gained has been invaluable.
I’ve learned that life is full of surprises, way more than these two. Some of those surprises are Abalone surprises and some are less amazing. I am here to help people prepare for these inevitable surprises, both good and bad, that happen to us as we travel through life.
One thing I’m doing to help the planet
I sponsor a young Cambodian girl’s education and have been doing so since we met in 2015. During the holiday season, you can find me volunteering at local soup kitchens. To help reduce my carbon foot print, I try to be as conscious of a consumer as I can. Recently, I’ve taken up composting.
Outside of work, my passions include
My darling dog Bella, abalone diving, aerial silks, playing my ukulele, sewing/creating costumes, and exploring new places with my partner. To me, heaven is a plate of pasta with a glass of pinot noir.
One goal I’m saving for
Currently I am saving for my wedding and buying house.
Primary way I’m advancing my career knowledge
I am currently enrolled in education courses to become a Certified Financial Planner. I also love to read and listen to podcasts around financial planning.