Beth lives in Alpharetta, Georgia with her husband and two children. She is involved with her community through her children’s sports teams and schools. She likes to spend her leisure time hiking, gardening and planning vacations with her family. One goal is to visit every national park before both children graduate from college. Over their most recent spring break, her family added El Yunque rain forest in Puerto Rico to the list.
Hendrich Financial Planning, LLC offers comprehensive advice on investments, retirement forecasting, college savings and budgeting. It is part of the national Garrett Planning Network whose members offer fee-only planning services without selling any financial products.
Find out more by visiting the Hendrich Financial Planning website.
Home Roam: Roam Alpharetta
1. What led you to the financial planning industry?
I had always worked in corporate finance and data modeling and enjoyed the process of making sense out of large volumes of numbers in order to make effective decisions. After taking time off with children for several years, I became increasingly interested in personal financial planning rather than corporate finance because of the impact sound financial actions can have on family life. It seemed like a natural evolution to transition into personal finance rather than return to corporate work.
2. To what do you attribute your success?
The discipline I learned in finance and project management working with Fortune 500 clients enables me to remain focused and be effective in managing my client projects.
3. What’s your favorite thing about being your own boss?
Earlier in my career, I worked for large and medium companies, but I admit that I love the freedom and control that comes with working solo. I don’t mind the trade-off of having all of the responsibility to get work done if I get to chose how to craft the work flow itself. Financial service firms are often built around product sales, and in order to create the type of company I wanted to work in, it made more sense to start my own practice rather than continue to work for someone else.
4. What is the greatest benefit of working from Roam?
Roam helps me by offering a private, professional conference space in which to meet clients so that I can focus on the other tasks such as researching or writing while in my home office. If it gets too quiet, I can easily drop in and attend a class or grab a cup of coffee while I check email to change things up.
5. What is your go to snack and how many times a week do you eat it?
Hmmm, probably carrot sticks and hummus several times each week if I’m feeling healthy and cajun potato chips when I’m not.