1. SAY
In elementary school I wanted to be an
elementary school teacher because I loved my
teachers and wanted to be like them
I knew I wanted to go to grad school
after college because both my parents
went to grad school and education is
really important.
I wanted a stable profession
because growing up my parents
could really provide and that
showed me that when I have a
family I wanted the ability to
provide for that familyOne direct career path was less
important than the career path that
would provide the financial stability
Wanted highly regarded school and worked hard
in high school – wanted to use that to get into a
good college
No idea what I
wanted to major
in. Started with
an econ major
because my dad
was and I’m very
similar
Switched to poly sci
because I had to
choose by Sophomore
year – at that point I
realized I took a lot of
geography and could
double major. Junior
year declared double
major with geography
Sophomore summer set up internship –
come back home at the point not
knowing and having no interest in the
financial world
law school turned into
academia and
becoming a professor
in geography because
of research
they offered me a job but I decided
that I didn’t want to be in NYC
Stressed out about where I wanted to be and less about
what job… at the same time I knew from the fall that I
had a back-up job
Since high school I think about the
future all the time… I write so many
lists about different options and
scenarios about how different paths
can play out
It’s really important for me to have my own career
and own accomplishments
Everyone was looking for whatever job they
could get because they want to be in NYC DC
or Boston
We are engrained our whole lives
to get a change very frequently… it
was always something new
At times I look for
jobs in places
where my friends
live… it would be
an easier
transition

2. THINK
I need to grow up and be
successful like my parents
I want to do what people I envy do
I know what my parents did to be successful
and so I can follow a similar path for success
I need to be able to continually provide for
my family or others in all situations
Getting into a good college will make me
more successful and happy in life
I need to have things mapped out or
understand my next move to be successful
Being vulnerable is uncomfortable and is
not me performing at my peak
I don’t need to have a path or career in mind –
I just need to have the options and ideas of
what’s next
FEEL
Uncomfortable with not knowing the
future
Happy with childhood and parents
Excited at the chance to try new
things
Closely connected with family and
need to use them for advice and
guidanceScared of looking financially
dependent and professionally
insuperior
Required to succeed in the future
Uncomfortable with adapting to big
changes – must have family/friends
connection
Alone without family support

3. PROBLEM STATEMENT
A career driven, family guided, smart and hardworking financial advisor,
who enjoys trying new things and seeks the next step in life and the
future
needs a way to
understand different careers to have
because
She has always been driven by family and those around her. She follows
their guidance (and sometimes footsteps) to lead her to her next move
(both professionally and academically). She likes trying new things but is
uncomfortable with the vulnerability.