While she now smoothly runs operations, marketing, and compliance for Financial Coach, Becky started her career as a journalist and didn’t know retirement planning would become the field for her. But under the tutelage of the team she found her calling, and she knows they can make it clear for you, too.
In 2019, Becky earned the NRS Investment Adviser Certified Compliance Professional® (IACCP®) designation which is awarded to knowledgeable, experienced individuals who complete an instructor-led program of study, pass a certifying examination, and meets its work experience, ethics and continuing education requirements. The designation signifies intermediate-level knowledge of investment adviser regulation and compliance best practices, and adherence to nationally recognized professional standards and ethical leadership.
“Retirement planning is something everyone relates to whether we know it or not,” she says. “We all want to retire in the best situation possible. Having this inside view has given me the drive and motivation to take care of my retirement plans. It’s also great to see the impact we have on our clients and how we can help them make a change for the better.”
For Becky that’s meant adjusting her own budget and upping the percentage she saves each month, and knowing the team as a whole supports her plans as well as those of every client that comes in the door.