Ep #271: Leaving a $240k Engineering Job to Start From Zero as a Financial Planner with Aubrey Williams

What would make someone walk away from a 21-year engineering career and a good salary to start a financial planning business from scratch? In this episode, Aubrey Williams of Open Path Financial opens up about the personal and professional journey that led him to leave engineering and pursue financial planning full-time. You'll learn how his role gradually shifted from technical work to management and financial decision-making, sparking an interest in personal finance that would ultimately change his career path. Listen in as Aubrey explains how a difficult life transition pushed him to educate himself about money, which eventually led him to help others in similar situations. He walks through the steps he took to launch his firm—including starting as a financial coach while still working full-time, building a client base from scratch, and finding his niche within communities of engineers and DIY investors. He also shares how speaking at events, creating content, and embracing an advice-only hourly model helped him grow his practice to $20K per month in revenue, and why combining the emotional side of money with clear financial guidance can truly change people's lives. You can find show notes and more information by clicking here: https://tinyurl.com/3k3jd64r