Ep #358: When “Having It All” Looks Different Than You Planned: A Reflective Conversation with Betty Wang

Behind The Advisor

If you’ve ever found yourself questioning what “having it all” looks like for you, how to pull focus on those visions and find balance as you start and run your business, this episode is for you.

In this reflective and empowering conversation, XYPN member Betty Wang, CFP®, founder of BW Financial Planning, shares a very real look into her journey from a career in financial services on the buy side, to taking time off to care for her children with medical issues to returning to the industry in private equity and ultimately deciding to do her own thing as a firm owner.

While she doesn’t describe herself as an entrepreneur—because she doesn't fit the image that she had of what it means to be an entrepreneur—she has built a very successful firm.

She launched in 2018, but struggled to put herself out into the world, so she didn't see much traction early on.

That all changed in 2020 when she made the decision to lean into the uncomfortable parts of the business, primarily selling financial planning and the relationship with her as the product of her business—and it has grown rapidly since.

She shares how she has been able to be intentional with her time—focusing on working 25 hours a week so she can spend time with her kids (something she hadn’t envisioned being a priority in the beginning of her career). She also shares tools she uses to help with what she calls life planning—a way for her to focus on living from a fulcrum of integrity, according to her values.

There are many aspects of Betty’s story that you may find familiar, but mostly I think you’ll appreciate her ability to turn the unexpected into an intentional and meaningful life. I hope you enjoy this conversation as much as I did!

- Alan

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/358