Kristin O’Neal is a financial planner who found herself in the unique situation of working with clients who, for the majority, owned their own service based business. She recognized that many of her clients were not only seeking financial advise, but business advise as well. This was an area in which she had expertise so naturally, she helped. She just wasn’t getting paid for it.



LinksAshton Charles – websiteAshton Charles – FacebookAshton Charles – InstagramAshton Charles – LinkedInKristin’s e-mail: [email protected] Tribe Podcast by Ashton Charles







Show Notes



TranscriptSusan: Kristin, thank you so much for joining us today, I really appreciate you taking the time out of your schedule to talk to us to share a little bit about what you do, and how you got to where you are.Kristin O’Neal: Of course, you’re so welcome. I am really excited to be here.Susan: Let’s just start out in the very beginning. And tell us a little bit about where you got your start. And then we’ll jump into how you got your own idea to start your own consulting agency.Kristin O’Neal: Okay, so my name is Kristin O’Neal. I’m currently based in San Diego, California. I lived in Dallas for 11 years. So I have clients, friends, family, even still in Dallas, and then clients across the country, and all that stuff. But the way I got started, because I wasn’t always as cool as I am now. I feel like I haven’t arrived but at least I know what I’m doing, which is great. But the way I got started with my consulting business was I actually needed—I needed a way to better serve my clients in my financial planning practice. And so I think when people find out…So my primary business, I actually have two, my primary business is financial planning, and I work with a lot of women who are single income earners, in a lot of cases, they own businesses. And they didn’t have a really clear understanding of what their goals were, or they set goals that were too small, or they’d like, well exceeded what they thought they were going to accomplish in their business. And they were realizing that they were either kind of stuck, or maybe just like, didn’t know where to go. And so my consulting practice came out of needing to monetize the time I was spending with a lot of my financial planning clients on things that had nothing to do with investments, insurance, or money. So that’s how Ashton Charles got started.Susan: That is really cool.Kristin O’Neal: Not the entry you were expecting.



Susan: No, it was not, not in the slightest. But I guess it was either that or you were becoming a therapist, it was one or the other.



Kristin O’Neal: Kind of, yeah. And I talk to…I worked really closely with my compliance person at the time. And she was like, “I totally get what you’re doing. It completely makes sense. But you can’t charge them a financial planning fee for this.”

Susan: You’ve got to figure out another avenue?



Kristin O’Neal: Yeah.



Susan: Well, good for you for doing that. That’s really, I think in an interesting way, and not a twist I was expecting, your story gives women permission to say, I’m spending time on this, and my time is valuable.

Ver todos los episodios