What Worked in the Past May Not Work in the Future

Photo of Kevin Estes smiling and wearing a dark suit with a black tee shirt. Behind him is an out of focus wooden background.

Hello, I’m Kevin - a financial planner who helps tech professionals and their families live great lives.

Make yourself at home - we’ll get to what may need to change in a moment.

But first - here are some links you may want to save for later.

Where We Focus vs. What Sinks Us

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Now, let's get on to the blog! 😀

White background. Left: Worked in the Past in blue above a blue circle. Right: Works in the Future in green above a green circle. Dark blue overlap. Marker arrow to "required growth" in green below the green circle. Scaled Finance logo low-center.

Growth is required for future success.

Current of Change

For better or for worse, everything changes:

  • Companies grow or shrink

  • Finances expand or contract

  • People move into new personal or professional roles

Change is like a current.

Staying in place takes effort. Making progress takes even more.

New or New to You?

Most of life’s major changes occur daily:

  • Getting married

  • Buying a first home

  • Moving from individual contributor to manager

  • Becoming a parent

  • Transitioning from entrepreneur to CEO

  • Retiring

Each change requires new skills, tools, and perspectives.
However, people have developed, built, and gained them!

Seek Experts

Find individuals who made it from where you are to where you want to go.

Seek their counsel. Ask for resources and reference materials.

Heed their warnings. Perhaps the biggest benefit of a mentor is that they can help you identify blind spots.


Hey, thanks for reading my post on what worked in the past may not work in the future.

Just a reminder, I share a lot of resources that can help you.


Disclaimer

In addition to the usual disclaimers, neither this post nor this image includes any financial, tax, or legal advice.

Kevin Estes, CFP®, MBA | Founder | Scaled Finance

Kevin Estes is a financial planner helping tech professionals and their families live great lives.

He worked in T-Mobile Financial Planning & Analysis for nine years and has extensive experience with tech compensation and benefits. He received a certificate in financial planning from Boston University, passed the CERTIFIED FINANCIAL PLANNER™ exam, and founded Scaled Financed in 2022.

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https://www.scaledfinance.com/
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