Have you ever had something happen that helped you find your purpose in life?
Let me take you back to 2017. It was a cold, snowy day in Queens, New York.
Peering out his window Kevin thought, “I better go shovel before Caleb wakes up, I want to play a game with him later.” Kevin had waited so long for a grandchild and he didn’t want to miss a moment of play time.
When he got outside, his neighbor Freddie called out, “Hey! I dried the seeds from the melon you gave me. Come over and I’ll give them to you.”
Kevin accepted the seeds and said, “I can’t wait to plant them this spring. I’ll share them with you again.”
That never happened. Moments later, he grabbed at his chest and fell over in the snow. Kevin passed away that evening from a heart attack. Now, you may be wondering, “Kelly, how do you know this story and how has it changed your life?”
Kevin was my dad.
When I found out my dad had died, not only was I in shock, but I remember thinking, “What’s mom going to do?”
My father was the planner of the family. Mom always told him, “I’m more than happy to have you handle the finances.” Maybe this sounds familiar.
At the time, I worked in portfolio management doing “finance”, so it fell on me to figure out where everything was. I soon realized my parents had accounts at different banks. As I reached out to the banks, I learned: 1) each bank was doing its own thing and didn’t know what the others were doing,
and 2) I couldn’t simply transfer the money over to my mom!
In the 2 years that followed, we dealt with a revolving door of banking advisors who were only interested in selling products and there was no coordinated plan.
As you can imagine, this was a frustrating, time-consuming experience that added to our grief and one I don’t want you or anyone else to go through. That’s why I transitioned from being a portfolio manager to a holistic Financial Advisor at WestPac Wealth Partners. In doing so, I found my purpose.
My purpose is to help families and businesses like yours plan with the big picture in mind, so that you’re prepared for all of life’s circumstances – good and bad.
Because I now know life can change in an instant, I believe in comprehensive planning, long-standing relationships, and really knowing my clients. If that’s something you’re interested in exploring, I’d love to help you!
Videos
Introduction to Kelly
Smart Money Moves
DI Definitions Explained
Podcasts
Additional Resources From Kelly:
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd. #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through
WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0M18376| 7777247.2 Exp. 03/28