Building a practice from scratch after years in a large-team environment may not be easy, but it can be immensely rewarding.

In this episode, we invited Kaysian Gordon, Founder and Wealth Advisor at Kaysi Gordon Financial Planning, to talk about how she came to that decision, and the lessons she has learned that can benefit any advisor no matter what their career plan. 

Kaysian discusses: 

• Her professional journey leading up to her decision to step out on her own.
• How she integrated her personal passion and professional skills. 
• Her philosophy for investing and life
• Practical advice for those who choose to run their own business
• And more!

Resources: 

•  FlexShares Exchange Traded Funds 

Connect With Kaysian Gordon:

• Kaysian Gordon’s LinkedIn 
• Kaysi Gordon Financial Planning

Connect With Laura Gregg: 

• Email
• Laura Gregg’s Linkedin

Connect With David Partain: 

• Email
• David Partain’s Linkedin

About Our Guest:

Kaysian Gordon is a Valley Stream, NY fee-only financial planner. Kaysi Gordon Financial Planning provides comprehensive and objective financial planning and investment management to help women of faith who are going through transitions organize, grow, and protect their assets through life’s changes. As a fee-only, fiduciary, and independent financial advisor, Kaysian Gordon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.