Three years ago, I bounded into our Walpole home grinning ear to ear and started yelling for my husband, “Michael! Michael!”. He popped his head around the corner already smiling knowing that I had good news to share. I told him that I was offered a Vice President role at State Street Bank where I had been working for the last six years and how I was so proud to be the youngest new VP in the department. I waited on bated breath while I expected to be twirled around the kitchen and for the plink of champagne to be popped… and waited…. and waited…
Michael just looked at me in the sweet and thoughtful way that he does, and said, “honey, I barely have dinner with you now during the week. What does this look like in the future when we have kids?”. Growing up with a single dad who was a forensic detective that was always on call, I knew that I never wanted to be the parent that had to miss important moments in my child’s life. He saw the acknowledgement of what he said sit in and said, “With how hard you work, I think you should go out on your own.” I had been told by colleagues in the past that I should be an advisor and with Michael at my back, decided to leave corporate finance and open my own business. Three short months later, I had an accident training a horse and broke my neck. I was life flighted to Boston, had a spinal fusion and then spent a month in Spaulding rehab while I relearned how to walk, eat and get dressed all over again. More on that adventure another time.
Prior to my accident I had a strong conviction around financial planning from my degree in finance from UMass Amherst and years of finance experience. However, after my accident and the subsequent experiences that precipitated from that, I have a completely new perspective on the value and importance of financial planning.
Now fast forward to today, at Nightingale Wealth Solutions we have a beautiful practice located in Westwood with a very elite team. We offer comprehensive financial planning which includes wealth management, protection planning, estate planning, retirement planning, special funding such as business, college or real estate advising, and all through the lens of a tax advantaged strategy. We are more than just another advising firm, we are a cohesive team of financial and wealth advisors, attorneys and accountants to help secure your financial future from the foundation to the peak. This is more than wealth solutions, it’s new wealth traditions. Outside of your family, we are the people that care about you the most.
I think back to that day often, standing in the kitchen when Michael encouraged me to take the leap and go out on my own. These three years have gone by in the blink of an eye, yet, when I think of everything we have already accomplished and how much we have grown, I can’t believe it has only been three years. Make sure you follow us on Instagram and Facebook at Nightingale Wealth Solutions where we will be announcing the three newest members of our team, and yes, we are currently accepting new clients!
