Your Ideal Work Life – Amy Irvine
Your ideal work life, hmmm…what would that look like?
My guest today is Amy Irvine of Irvine Wealth Planning Strategies, a fee-only financial planning firm operating out of New York and Florida. Amy is a Certified Financial Planner™ and a fellow member of the XY Planning Network, which is where we first met.
She shares with us what events happened in her life that caused her to rethink what was important to her and the steps she took to rearrange her life to be more ideal. In her case, it wasn’t easy. She faced some barriers, that she tells us how she overcame, and how her decision required some pretty big changes.
It’s been a few years now and she is able to look back. Her business is growing, clients have been receptive and even encouraging of the change. In short, things are, well, ideal.
If you listen all the way to the end, she gives us her biggest piece of advice to those who dare to create their own ideal life and you’ll learn about one more thing that Amy and I have in common.
Angie founded Avea Financial Planning and is a fee-only advisor helping people retiring in 1-2 years, particularly PNNL employees, with tax-smart retirement planning, investments & fiduciary financial advice so they can be more confident and live life on their own terms.