Blue Spark Financial, an independent RIA that oversees more than $150 million of assets for nearly 90 clients who are primarily single women making financial decisions on their own for the first time. Maura built her practice from scratch by charging high school parents a flat fee to help them with financial aid planning for their children, which she was then able to turn into established relationships that led to more comprehensive planning relationships.

In this episode, Maura shares how having a financial reserve when she launched her firm was so crucial to give her not only peace of mind and confidence, but also the flexibility to build her business with intention—and without feeling pressured to take on work that she didn’t want. She will also dive into how she used a specific niche to help grow her firm, why she decided to pivot to focus on working with her current base of clients, and why she has made the intentional decision to structure her business as a lifestyle practice despite the naysayers.

For show notes and more visit: https://www.kitces.com/218

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Maura Griffin is the founder of Blue Spark Financial, an independent RIA that oversees more than $150 million of assets for nearly 90 clients who are primarily single women making financial decisions on their own for the first time. Maura built her practice from scratch by charging high school parents a flat fee to help them with financial aid planning for their children, which she was then able to turn into established relationships that led to more comprehensive planning relationships.