Ep #47: Family and Financial Planning - The Career of Pam Horack
May 11, 2016
We're excited to welcome Pam Horack to XYPN Radio this week. Pam is the founder of Pathfinder Planning, a fee-only financial planning firm based in North Carolina.
Pam is also one of the founding members of the XY Planning Network, and enjoyed a varied career before she found financial planning. The decision to start her firm ultimately came down to two questions for Pam: what was right for her family and her mission for her life.
On this episode, Pam shares her career path, her service model, and how she charges for financial planning. She also shares her tips for parents who struggle to find balance between family and career.
If you have a family or are thinking of starting one, then this is one episode you cannot afford to miss.
Listen to the Full Interview:
Want more from XYPN Radio? Become a VIP to access our private community!
What You'll Learn from This Episode:
- How Pam knew she wanted to be a part of XYPN Planning Network.
- What prompted Pam to start Pathfinder Planning.
- Pam’s philosophy for financial planning.
- Why you shouldn’t be afraid of starting your own firm.
- How to find balance in your life.
Featured on the Show:
- Connect with Pam: Pathfinder Planning | Blog | Facebook | Twitter | LinkedIn | Pinterest
- FPA
- Betterment
- NAPFA
- XYPN Radio Ep #46: Helping Clients Make Good Decisions with Dr. Daniel Crosby
Share
- Financial Planning (197)
- Advisors (172)
- Financial Education (138)
- Fee-only advisor (136)
- Financial Planners (136)
- Millennials (116)
- NextGen (115)
- Advice (113)
- Marketing (93)
- Training (87)
- Professionals (86)
- Profit (85)
- Growing Your Firm (80)
- Entrepreneurship (77)
- Financial Advisors (76)
- Business Development (54)
- Niche (53)
- Advisor Success (45)
- RIA (44)
- Building Your Firm (42)
- Growth (34)
- Career Changers (31)
- Starting a Firm (28)
- Networking & Community (27)
- Staffing & HR (27)
- Family (23)
- Launching a firm (23)
- Social Responsibility (22)
- Compliance (21)
- Financial Plan (21)
- Preparing to Launch (18)
- Careers (16)
- CFP Certification (14)
- Online Marketing (14)
- First Year (12)
- Michael Kitces (12)
- New Business (12)
- Partnership (12)
- Scaling (12)
- Communication (11)
- Taxes (11)
- Women (10)
- Family Business (9)
- Assets Under Management (AUM) (8)
- Ethical Advisor (8)
- Perseverance (8)
- Broker-Dealers (7)
- Financial Therapy (7)
- Industry Trends & Insights (7)
- Preparing to Launch (7)
- RIA Operations (7)
- RIA Owner (7)
- Tax Preparation (7)
- Work Life Balance (7)
- Benchmarking Study (6)
- Business Coach (6)
- Hourly (6)
- Leadership & Vision (6)
- Small Business Owner (6)
- Student Loan Debt (6)
- College Planning (5)
- Discrimination (5)
- Female Financial Planners (5)
- Financial Independence (5)
- Investment Management (5)
- Leverage (5)
- Mergers (5)
- Passions (5)
- Technology (5)
- Business Owner (4)
- Challenges (4)
- Finances (4)
- Firm Ownership (4)
- Inspiration (4)
- Military Finance (4)
- Pricing Models (4)
- Retirement (4)
- Sales (4)
- Side Hustle (4)
- Support System (4)
- Virtual (4)
- Working Mom (4)
- Advice-Only Planning (3)
- Company (3)
- Data (3)
- Divorce (3)
- Evolving (3)
- Experience Wealth (3)
- Facebook Groups (3)
- Financial Management & Investment (3)
- Finding Success (3)
- Grief (3)
- Investing (3)
- Lessons (3)
- Management (3)
- Minorities (3)
- Monthly Retainer Model (3)
- Operations Manager (3)
- Philosophy (3)
- Recession (3)
- Reflection (3)
- Small Business (3)
- Spouse (3)
- Strategy (3)
- Succession Plans (3)
- Tech Stack (3)
- Time Management (3)
- Virtual Advisor (3)
- Wealth (3)
- Authenticity (2)
- Building Your Firm (2)
- Certified Divorce Financial Analyst (CDFA) (2)
- Changes (2)
- Charitable Donations (2)
- Check in (2)
- Conversations (2)
- Equity Compensation (2)
- Fiduciary (2)
- Firm Within a Firm (2)
- First Six Months (2)
- Healing (2)
- Homeschool Families (2)
- Impact Folio (2)
- Maddy Roche (2)
- Marriage (2)
- Meg Bartelt (2)
- Mental Health (2)
- Mindset Shift (2)
- Modern Money Advisor (2)
- Morgen Rochard (2)
- Outsourcing (2)
- Pandemic (2)
- Planning (2)
- Pricing (2)
- Processes (2)
- Public Relations (PR) (2)
- RIA Consultant (2)
- RIA Operations (2)
- Real Estate (2)
- Security (2)
- Selling Insurance (2)
- Solutions (2)
- Survey (2)
- Tech Professionals (2)
- Visionary and Integrator Roles (2)
- Automation (1)
- Behavior (1)
- Business (1)
- Care (1)
- Clarity Wealth Development (1)
- Client Acquisition (1)
- Consulting (1)
- Consumer Protection (1)
- Corporate Banking (1)
- Couples (1)
- Cryptocurrency (1)
- Delegating Tasks (1)
- Differentiation (1)
- Disability Accounts (1)
- Early Retirement (1)
- Economics (1)
- Educators (1)
- Effectiveness (1)
- Elements (1)
- Equally-Owned Firm (1)
- Events (1)
- Exchange-Traded Funds (ETF) (1)
- Finance for Parents (1)
- Financial Independence, Retire Early (FIRE) (1)
- Goals (1)
- Health Care (1)
- Heather Townsend (1)
- Hedge Fund (1)
- How to be a Financial Advisor (1)
- IRA (1)
- Impact (1)
- Impact Acceleration (1)
- Implementing (1)
- Independent Financial Advisor (1)
- Independent RIA (1)
- Insurance (1)
- Internal Revenue Service (1)
- Investment Planner (1)
- Investor (1)
- Kori Lennon (1)
- Listener survey (1)
- Loan forgiveness (1)
- Money Quotient (1)
- Motherhood (1)
- Motivation (1)
- Native American (1)
- Opportunities (1)
- Pro Bono (1)
- Progress Report (1)
- Progressives (1)
- Realtors (1)
- Reese Harper (1)
- Reg BI (1)
- Registered Life Planner (RLP) (1)
- Restricted growth (1)
- Retirees (1)
- Robo Advisors (1)
- Selling a Firm (1)
- Stigma (1)
- TAMP (1)
- Trader (1)
- Transparency (1)
- Trusts (1)
- XYPN Books (1)
- XYPN Invest (1)
Get episode alerts by email
You May Also Like
These Related Episodes