Walking away from Corporate Life
For my friend Barb, today is the first day of the rest of her life.
As long as I’ve known her, she has been a highly motivated, determined, brilliant career woman. She’s been working at the same oilfield services company for well over a decade, shuffling among senior individual contributor positions as reorganizations occur. She’s been steadily increasing her salary but has never been able to get any traction for a move into senior management.
Barb’s retirement dream has long been to work as personal financial advisor, although she’s in her thirties now, hardly ready to retire. About a year ago, she decided she had had enough of endless corporate politics in a nepotistic industry, and started school to get her certification in financial planning.
I mentioned that Barb was brilliant… she persuaded her employer to pay for the training. She set herself up for approval by including “benefits manager” as one of her career targets in her personnel documentation.
When the most recent of her employer’s periodic reorganizations started taking shape, and she realized there’d be no severance option for her yet again, she opted out. Last Friday was her last day of work as an employee, and today she walks into her home office a free woman, with a shiny new future in front of her.
Her focus for the next couple of months is completing her training and prepping for her securities license, and then she can begin to practice. She has a couple of options – working as an independent contractor for a brokerage firm, or buying an existing financial planning business.
How many of us dream of walking away from the corporate grind and, instead, doing what we love? And who doesn’t occasionally look in the mirror and wish for a profession that makes a difference?
Barb has had the guts to make that move. I am thrilled for her.












October 8th, 2007
Your support means more than you know. Thank you, and thanks for being such a wonderful friend.
October 11th, 2007
Barb – I feel the same! And I am, again, so excited for you.
October 15th, 2007
Jeri
Thank you for sharing the story of Barb’s courage.
Barb,
You had one irony in your corporate career – that is was unfortunate there was no severance option for you in any of the corporate restructures.
Many employees have the opposite problem – severance being the only option! That happened to me once. I think I would rather have had your problem.
I can relate to your wanting to leave the corporate rat race at a young age. Two years ago, at age 28, I too left the corporate grind to take up a teaching job in rural South Korea – and it’s just great!
Good on you for being your own boss. That is also one of my dreams after I return from Korea.
A good choice of field in financial planning. Before his retirement, my father spent three years as a financial planner after nearly thirty years as an accountant. He loved it. He worked for a financial planning firm (unlike you) and I had never seen him so passionate about anything before. He talked about it all the time.
I hope you get as much satisfaction out of financial planning as my father did.
Go for it!
Cheers
Andrew