Making $23,000 a year just out of school, Sarah Catherine (SC) Gutierrez was approached by mortgage brokers about buying a $250,000 house. She almost fell for it. This was 2008 😳, and luckily her dad talked some sense into her.
This experience, among others during that tumultuous time, gave SC the vision to start her own financial advisory firm: one that offers straight-up, unbiased financial advice for a flat fee.
No recommendations for financial products she also happens to sell.
No snowing clients with jargon so they are reliant on advice and don’t learn for themselves.
More than 10 years later, she’s living her original vision.
In this episode of the Lean Out Podcast, SC and I talk about the highs and lows of her journey building Aptus Financial. We discuss her evolution of work-life balance from go-go-go, do everything and help everyone to Mom Only after hours… and no social media presence. How freeing is that?
This was a great conversation and an inspiring example of applying your self-knowledge and values to design your life.
Let me know what you think of this one by leaving a comment here, and/or leaving a review for the podcast on ITunes!
A Dream That Made Me Question My Path
[…] and former podcast guest SC Gutierrez told me she had a similar realization. “I’m no longer willing to work for free for Mark […]