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Fall 2004 Winter 2012
Jeremy Charlesworth could see the skepticism on his client’s face. She didn’t say it, but he knew what she was thinking: You’re wrong.
Alison Davis-Blake isn’t one for convention. Her quiet demeanor, questioning mind, and drive to excel have always set her apart. 
Signs mark the entrance: Production Area, Authorized Personnel Only. Inside, observers stand behind a line of caution tape, taking notes intently. In front of them a rumbling machine shuffles orange, green, and yellow balls along conveyor belts, through tubes, and down ramps.
It doesn’t take much to make you feel blue: gray clouds hanging low in the sky or buzzing fluorescent lights casting a cold, clinical pallor. Often the weeks after Christmas become the start of a bleak and seemingly endless winter. You’re pensive and it’s hard to function at work and at home.
In my career and my life I have found the key determinants to success include one’s ability to take on a challenge and adapt to change. Change comes in many forms: your responsibilities, your callings, and your addresses. 
One month from delivering her third child, Jennifer Jackson Buckner boarded the elevator of her New York high rise holding the hands of her two young boys. Partway down from the twenty-ninth floor, a professionally dressed woman joined them. After watching the family for a few moments, the woman said as she exited the elevator with a smile, “Easier to start a company.”
This is the first of a five-part personal financial planning series sponsored by the Peery Institute of Financial Services. The next installment, addressing insurance, will appear in the Winter 2005 issue.