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The Rest of My Life

A lot has happened in my life since my last entry, and I do mean "a lot."  I flew my last trip for the airline in late October, 2010.  The landing in Philadelphia was routine, but a bit bitter sweet.  As I waited for my flight back to Nashville I reflected on my nearly 38 years and over 24,000 hours of flight time in the aviation business.  One can make a lot of memories in that time span, and most of them for me are wonderful memories.  As I sat in that busy Philadelphia airport I grew a bit melancholy as the thought that I would never again pilot another flight for USAirways sank in.  But, that melancholy has now worn off, and I really haven't looked back or regretted the decision to walk away from aviation for a new pursuit.

In early November I bit the bullet and had a new left hip installed.  That was something I had put off for about as long as I could, and my surgeon did a wonderful job for me.  It was a bit more of a "deal" than I had anticipated, but I am now nearly 100% again and thankful for the advances in medical procedures that allow me to have a new hip and get back on the golf course.

While recuperating from surgery, I took care of all of the ends that were loose prior to beginning my financial planning business.  I went to Denver for a week of training with the Alliance of Cambridge Advisors, a wonderful resource group for fee-only financial planners.  I studied for and passed the Series 65 exam that was required for me to become a registered investment advisor in the state of Tennessee, and I also refreshed my tax knowledge by taking a course in tax preparation from the National Tax School.  Thus, I announced the opening of my financial planning business, Seven Oaks Financial Planning, on 1 January, 2011.  I named my business after the name my dad gave to the little farm on which I grew up.  The farmhouse had seven big oak trees around it, thus the name.  It was on that farm where I learned most of the really important lessons of life, and I think it appropriate to name my financial planning practice after it.  I intend for the name to constantly remind me of the really important things in life: integrity, honest dealings, and being responsible and true to your word.

So, I have begun this exciting adventure that is the rest of my life.  I miss all of my airline friends; I miss being in the air on a clear, cold morning as the sun breaks the horizon; I miss the satisfaction of an approach well flown; but I do not miss the hotel rooms or the constant state of being tired and sleep deprived.  But more importantly, I am excited about my new pursuit and the opportunity to really help others define and pursue their goals.  Family financial planning is about so much more than just money; it actually involves the whole gamut of the human experience.  I am honored that some have already trusted me to lend my experience and expertise as I help them achieve their goals.  I look forward to helping others.

Over the past several years I have spent a great deal of time and a good bit of money preparing myself for this adventure, and I am ready to get on with it.  My web site is  Check it out to see what I am about.


Fly/Drive Safely

10 April, 2011

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