My client's journey from empty nester to thriving entrepreneur
Taunya Abaya, CFP?, RICP?
Trusted Financial Planner & Wealth Manager | Fee-Only Advisor | Retirement & Income Solutions Expert | Empowering Clients with Tailored Strategies and Holistic Wealth Solutions | Ethical, Caring, and Results-Driven
Sheila’s story is one of transformation, resilience, and growth—a narrative that showcases how an empty-nest phase can become an opportunity to embrace new beginnings, unlock financial clarity, and rediscover personal passions. Today, Sheila is thriving both financially and personally, but her journey to this point is what truly makes her story inspiring.
Embracing Change and Seeking Guidance
When Sheila first reached out to me, she was at a crossroads. Her son had recently started a job in Chicago, and her daughter was a junior in college. With both children out of the house, she suddenly found herself with more free time than she’d had in years. Sheila worked full-time, but her newfound spare hours left her feeling at a loss. She had so many ideas and aspirations swirling in her mind, but uncertainty and fear of making the wrong choices held her back.
Sheila’s main concerns were twofold: how to use her time meaningfully and whether she could financially afford to pursue her dreams. She wanted to ensure that whatever path she chose, it would be worth her investment of both time and money. That’s when she decided to seek professional guidance to help her untangle her thoughts and navigate her way forward.
Starting with Clarity and Visualization
Our first step was to help Sheila gain clarity on her goals. I introduced her to a visualization exercise designed to help her identify what truly brought her joy and fulfillment. This wasn’t about vague dreams or distant aspirations—it was about digging deep to uncover what genuinely excited her and gave her a sense of purpose.
As part of this process, Sheila completed a guided visualization experience that encouraged her to imagine her ideal life in vivid detail. Through this exercise, she identified her love for crafting and creating handmade products—something she’d always enjoyed but never thought could become a significant part of her life.
Gaining Financial Confidence
Simultaneously, we examined Sheila’s financial situation to provide her with a clear picture of where she and her husband stood. By understanding their net worth, income streams, expenses, and savings, Sheila gained the confidence she needed to make informed decisions about her future. Together, we assessed her financial readiness to pursue a new venture and explored how she could allocate resources effectively.
This dual focus on visualization and financial clarity was pivotal. Sheila now had a clear vision of what she wanted and the financial foundation to support her journey.
Turning Dreams into Reality
With her newfound clarity and confidence, Sheila took the leap and started her own company. She chose to build her business on weekends and evenings while continuing her full-time job. This approach allowed her to test the waters without taking on excessive risk, providing her with both stability and a sense of purpose.
Sheila’s company focused on her passion for crafting and creating unique handmade products. From the very beginning, she poured her heart into her work, and her efforts quickly paid off. Customers were drawn to the authenticity and quality of her creations, and her business began to flourish.
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Achieving Work-Life Balance
One of the most rewarding aspects of Sheila’s journey has been watching her achieve a balance that works for her lifestyle. By dedicating weekends and evenings to her business, she’s been able to enjoy the best of both worlds: the security of her full-time job and the fulfillment of pursuing her passion. What’s more, her business has become a source of joy rather than stress, as she’s doing something she truly loves.
Planning for the Future
As her business continued to grow, Sheila started to dream bigger. Based on the company’s current profit trajectory, she’s on track to make her entrepreneurial venture her full-time focus by 2027. For Sheila, this doesn’t just mean retiring from her full-time job; it means redefining what “work” looks like for her. She envisions a life where she’s in control of her schedule, dedicating time to her business on her terms while enjoying a lifestyle that prioritizes her happiness and well-being.
Lessons from Sheila’s Journey
Sheila’s story is a testament to the power of clarity, financial planning, and courage. Here are some key takeaways from her journey:
Inspiring Others to Take the Leap
Sheila’s transformation from an empty nester to a thriving entrepreneur is a reminder that it’s never too late to pursue your dreams. Her story inspires others to take the time to reflect, plan, and act—even when the path forward feels uncertain.
If you’re feeling stuck or unsure about the next chapter of your life, remember that you have the power to rewrite your story. Whether it’s through visualization, financial planning, or simply taking that first step, your journey toward fulfillment and purpose begins with a decision to try.
Let Sheila’s journey be your motivation to explore what’s possible. With the right mindset and support, you too can turn your dreams into reality and create a life that’s rich with meaning, joy, and success.
What’s the biggest opportunity you see as you approach this new stage of life?
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2 个月It's never too late to start something new or change directions! You just need to take that first step! Thanks for sharing!
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2 个月Your process is so empowering. Great story.
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2 个月So happy for Shelia! Smart of her to meet with you first!