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I don’t really have a story. There was no life-altering event or pre-destined career choice I followed in order to help people with their personal finances. Sorry, no car chases or bungee-jumping in my history caused me decide to do what I do. But we like to know about people’s stories, find out who they are, and how they were changed by the experiences they had. This is my attempt to share my story.
Who I am
Who am I? Your humble servant and Personal Finance Architect! How did I come to be a coach? That is a question I get often from people who want to become a financial coach and/or take Dave Ramsey’s Counselor Training. But before I tell you all about that experience, I feel it is important that you know more about me. What caused this goofy guy to become a financial coach and Mr. “Pay Attention Not Interest”?
What forms you
Even some of the most inconsequential events in our lives can be lessons that form us into who we are today. I share some of the things I did before helping everyday Americans with their personal finances. For example: Playing with electric trains forces you to learn to plan ahead or the train falls off the ping-pong table it was set up on.
Try this (the Who I Am sheet)
Download a blank copy of this “Who I Am sheet ” sheet. On the left side write down all the things you remember doing, “What I Did”. On the right-hand side describe how those things affected you, essentially “What I Learned”. This was the exercise I completed in order to prepare for this episode and it made me realize how much of my past changed me into who I am today.
Mentioned in this episode (click on pictures): 
Congratulations on your first year of podcasting Steve! I am proud to say that I have listened to all 40 episodes. This episode was really good, thanks for sharing and looking forward to an even better year number two of the Moneyplan SOS Podcast.
Thanks Jon! You’ve talked about yourself on your podcasts but I’d love to see your “Who I Am” sheet.
Congrats on a year of podcasting! From all I’ve seen, it’s had some pretty big ups and downs but I’m glad to see you’re continuing with your dream.
I really like the “who I am” sheet. This is the perfect time of year to think about these things. I believe I will use the worksheet with my wife to see how we’ve grown in the last few years.