In the January 2022 edition of the Journal of Financial Planning, members of the FPA community were asked to weigh in on the topic of measuring success and satisfaction. I was quoted, talking about making progress on professional credentials, having time and the ability to schedule to handle my children’s school transit, and helping people understand their financial lives better.

What about you? How do you measure professional success and satisfaction? How does that align with how you measure your personal success and satisfaction? Are you in that sweet spot, where those two align rather than are at odds with each other?