Careers

Life Stages Planning: Starting A Career

Life Stages Planning: Starting A Career

You made it! Whether you’re just finishing up high school, graduating from university, or transitioning out of an apprenticeship—taking the leap into a new career is an exciting step. It’s one of the biggest markers of adulthood. You’ve prepared your whole life for this moment. Congratulations, you’re now a contributing member of society.

Why I Became A Financial Advisor

Why I Became A Financial Advisor

It all started with witnessing the effect the dot-com market crash of the late 90s had on my parents. I saw the financial regrets they carried and wanted to break into the financial services industry to help other families avoid similar problems.

Caution, Detour Ahead: My Journey to Starting a Fee-only Financial Planning Firm

Caution, Detour Ahead: My Journey to Starting a Fee-only Financial Planning Firm

My grandma, Marybeth Mellen, passed away the same year I started my company. She was the last of my living grandparents. Actually, my grandma and grandpa helped pay for my college education. The fact I was planning to incorporate student loan planning into my business inspired me to name my firm after them and honor their legacy. Somehow through all the chaos in my life, everything began to converge in a way that I knew I had something. On October 17, 2016, Mellen Money Management was born.

One-step Back, Two-steps Forward: My Journey to Starting a Fee-only Financial Planning Firm

One-step Back, Two-steps Forward: My Journey to Starting a Fee-only Financial Planning Firm

So what variables actually played a role in my decision to leave a great income, a highly successful team, and say goodbye to the best boss I ever had? In the end, too many aspects related to my job were totally outside my control and eventually my boss'.  So when no improvements seemed imminent, I decided it was time for a change. Quite frankly, I felt like I needed something fresh in order for my career to continue growing. 

The Adventure Begins: My Journey to Starting a Fee-only Financial Planning Firm

The Adventure Begins: My Journey to Starting a Fee-only Financial Planning Firm

A once stereotypical Millennial, I spent a good part of my 20s wrestling between "adulting" and seeking a good time. In other words, I really wanted to be an adult. Yet I felt like an imposter because I had other priorities. Pre-wife, I was perfectly content going out with the guys and getting into a bunch of nonsense. Responsibilities? Sure, when the mood struck me. I did buy my first home at the age of 25. So a part of me was trying, but honestly, beer-thirty was high on my list of to-dos every weekend.

A Road Less Traveled: My Journey to Starting a Fee-only Financial Planning Firm

A Road Less Traveled: My Journey to Starting a Fee-only Financial Planning Firm

Welcome to my first ever blog post. Given the amount of content, I am breaking up my first topic into a 4-part series called, My Journey to Starting a Fee-only Financial Planning Firm, which focuses on how my career path brought me to start my own firm. Part I, A Road Less Traveled, tells more about why I started a fee-only firm, while the other sequels provide a deeper look into the 3 places I worked prior to Mellen Money Management and how those experiences shaped my company's mission.  The purpose of this series is to give entrepreneurs a peek into how an idea can turn into a profitable company.