part 1 of 2

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I have officially submitted my ADV part 1 to the State of Florida Office of Financial Regulation. Yeah!

I have spent hours on part 2, which is the client brochure. I’ll share the results when finished.

If I had to compare my company to a baby, I would say she is in the beginning of the third trimester. By the way, my wife is in the beginning of the third trimester as I write this.

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One Response to part 1 of 2

  1. Glad to read about others’ journey business. I’m in the midst of that journey too but I think you can consider that I’m still right at the beginning stages.

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