By Steve Allender, CRPC®
At just 10 years old, my parents introduced me to the world of finance with an allowance of 30 cents a week. They taught me three basic principles: save some, give some, spend some. I never could have guessed that these lessons would shape me into who I am today, and be my first steps down the path toward a lifelong career.
It didn’t take me long to realize that if I delayed gratification a bit, and saved some of my spending money, I could buy more than just a piece of bubblegum. Saving up for something important gave me a great sense of pride and accomplishment. I set a goal, and tucked away enough for my own car as a teenager. I then set my sights on college, and by the time I was headed off, I had a few thousand dollars in my savings account for school expenses.
I graduated from Texas A&M in 1983 with a bachelor’s degree in agricultural economics, and then obtained my master’s degree in animal science from Colorado State University in 1986. While I’d love to say I made only the wisest financial decisions, some of life’s best lessons are learned the hard way. Not long after I graduated from college, a stockbroker called me out of the blue and convinced me that the stock in a new blimp company was going to skyrocket. Safe to say, I lost my investment on that one. But I gained two very important lessons in finance: 1. You need to have a long-term goal, and each financial decision you make should help you get closer to your goal. 2. Who you invest with matters; make sure they are trustworthy and as dedicated to your goals as you are.
First Career Steps
My first job was with the National Cattlemen’s Association. They offered a retirement account which I began contributing to, as well as my own personal investment account. I spent countless hours reading Money magazine and Kiplinger reports to find the best investments. One day, a co-worker asked for help with her investments. The next month, another co-worker asked for help, and soon I found myself sharing my financial knowledge with several people. It was so rewarding to be able to contribute what I knew, and to make a complicated topic accessible and easy to understand. I realized this was my calling, and I’ve been doing it now for over 20 years.
My Career Today
As a wealth advisor with Acute WealthCare, LLC, I get to spend my days doing what I love—helping women in the healthcare industry, specifically nurses—build wealth and set themselves up for a secure future while still having the time and energy to do what they love.
You give your time and heart to your work, continuously sacrificing for the benefit of others. I am passionate about providing you with that same level of care. I help to secure your financial future so that your ambitions and goals become reality. As your long-term partner, I ask the tough questions and get to know my clients personally so I can guide them down the best path to financial health.
Are You Ready For A Different Financial Future?
I’d love to meet you, get to know you, and find out more about your financial goals. I can’t wait to listen as you explain your worries and the unique challenges you’re facing on your financial journey. Together, we can create a customized plan and make your financial well-being a top priority. There’s no reason for you to go it alone! Schedule a 15-minute introductory phone call to get started!