A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial planning—and how he built a lean, resilient practice while working full time and raising a family. What began as a deep dive into risk-adjusted returns evolved into a planning-first firm serving engineers with a flexible, transparent fee model. Andy shares the early challenges of running a solo RIA—compliance, invoicing, endless paperwo...
All content for Only Fee-Only is the property of Broc Buckles and Peter Ciravolo and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial planning—and how he built a lean, resilient practice while working full time and raising a family. What began as a deep dive into risk-adjusted returns evolved into a planning-first firm serving engineers with a flexible, transparent fee model. Andy shares the early challenges of running a solo RIA—compliance, invoicing, endless paperwo...
#134 - Off the Grid, On a Mission: Ryan Sullivan’s Bold Leap from Engineering to Financial Planning
Only Fee-Only
32 minutes
5 months ago
#134 - Off the Grid, On a Mission: Ryan Sullivan’s Bold Leap from Engineering to Financial Planning
What does it take to build a successful financial planning firm—while living off the grid in a cabin-caboose hybrid? Ryan Sullivan of Off the Beaten Path Financial did just that. After leaving a career in engineering that lacked the flexibility and impact he wanted, a chance meeting led him to financial planning. Despite industry warnings, he launched his RIA while still working full-time. He and his wife bought 20 acres in remote Montana, where their home—half log cabin, half 1890s train cab...
Only Fee-Only
A simple spreadsheet for his dad sparked a complete career pivot. In this episode, Andy Cole breaks down his move from civil engineering to fee-only financial planning—and how he built a lean, resilient practice while working full time and raising a family. What began as a deep dive into risk-adjusted returns evolved into a planning-first firm serving engineers with a flexible, transparent fee model. Andy shares the early challenges of running a solo RIA—compliance, invoicing, endless paperwo...
