How to Begin - A Guide To Starting Your Day on the Work That Matters Most (for ADHDers and Anyone Who Has Ever Felt Overwhelmed By "What Do I Do First?")
Includes a Live Web Event on 07/17/2025 at 10:10 AM (MDT)
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Brought to you by the Neurodivergent Planners Knowledge Circle: Have you ever spent your day busy doing valuable tasks but still found that you didn't make progress on the one thing you promised yourself you'd do? Me too! As financial planners, firm owners, and small business people there are MANY valuable and worthy tasks that help your clients, help you, and give you the satisfaction of completion. BUT, these are often not the tasks that matter most for changing lives including your own, and the hours and days, weeks and years can easily pass by. I'll share what I have learned that has helped me do what matters more consistently.
Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
Aubrey Williams
Open Path Financial
Hi, I'm Aubrey, I am advice-only financial planner based in Santa Barbara, CA. I started Open Path Financial, to be the financial advisor that I desperately needed but couldn't find. I hold a Masters from MIT in Mechanical Engineering, and an MBA. Before becoming a financial advisor, I led research and development at Fortune 100 companies. I'm a proud member of the ADHD/neurodiverse community and the Financial Independence/Retire Early (FI/RE) community. My mission is to help people and families put the tools of Financial Independence (FI) to work now, to begin living their FI life now, whether just starting out, close to FI, or have already made the leap and are wondering just how far they can go. I am grateful for each person and family I'm able to help.
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