Read Time: 8 minutes

Welcome to the 34th edition of the Tech Financial Planning (TFP) newsletter.

It’s crazy to think that Coastal Capital Advisors (CCA) has been a business for over 3 years now.

What started as an idea in late 2019 became us quitting our jobs and starting in April of 2020.

Chris quit his job in early 2020 with a 3 month old and I quit in March 2020 as Procore gave the work from home order as the pandemic started.

Not what I’d call an ideal time to start a business.

In many ways, it feels like we just started yesterday. 

But if CCA was a college student, we’d be entering our senior year - this blows my mind.

So I wanted to use this as a time to reflect on the last 3 years, and spend a little time looking forward.