There are times when I wonder how I got to be so lucky. I have a wonderful family, good health and work that I truly enjoy. On top of that, this month I get to celebrate five years of being my own boss. While it’s been far from easy, it’s absolutely been fun, or at least mostly fun.

Back in 2014 my family and I had finally made the decision I’d been pondering for a couple of years – to go out on my own and start Ridgeview Financial Planning. Deciding to open your own business is tough anytime, but as the primary wage earner in our household with two young kids it was a huge risk. Fortunately, it’s been paying off and all the tension is starting to ease a bit.

But the first year or so was pretty rocky. Trouble started right out of the gate when I was sued by my former firm. In a strange twist, the lawsuit information showed up on our wedding anniversary in late-August, less than a month after having opened shop. I came to find out this was a pattern used by brokerage firms to, essentially, scare the crap out of anyone who leaves to start their own business. What followed was a year of back-and-forth that caused a ton of anxiety for my family and me but ultimately led to a whole lot of nothing (no money owed, no fault on my part, just lots of legal fees…).

While I was still going at full steam that first year, business really perked up once the lawsuit was settled. I moved into my first office after working from home, eventually moving into a slightly better office a year later. And then, after a couple of tries at working with virtual assistants, last summer I hired a real local person, Brayden, whom many of you have interacted with.

All told, it’s been a great five years and I’m eagerly awaiting the next five and beyond. To celebrate this anniversary, as well as our 20yr wedding anniversary (my wife is amazing for putting up with me this long), as I’ve done in the past, I’m taking a few weeks off from writing this weekly blog. We’re also taking a vacation! I’ll still be monitoring everything and will be accessible via email and phone if necessary, just won’t be setting any meetings.

I am extremely grateful for and humbled by the trust you place in me as your financial planner. It is my honor to be your partner on the journey and I hope to be so for many years to come.

With thanks and gratitude, 


Have questions? Ask me. I can help.

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