In this difficult economy, it is more important than ever to go that extra mile to succeed in business. Momentum Advanced Planning is a consulting firm headquartered in Chicago that works exclusively with families, business owners and other advisors. Acting as a guide through advanced planning, it has an elite network of specialists in legal, tax, actuarial science, risk management and multi/single family offices. Chief Executive Officer, Joshua Coleman is the founder of Momentum Advanced Planning and offers some great insight on how education was influential in obtaining success in the field of business.

(Photo Courtesy of Joshua Coleman)

(Photo Courtesy of Joshua Coleman)

How does your educational background relate to your current position?
“I have a degree in Finance from Villanova University. By the time I was 20 years old, I became fully licensed in securities, risk management and investment advisory. I have been in the field of business and management for seven years, with the last three being CEO of Momentum Advanced Planning.”

What inspired you to enter this field?
“I had an interest and common knowledge of finance. Plus, I had a very strong entrepreneurial spirit. I used an experience from a family situation to initiate the vision and concepts for Momentum Advanced Planning.”

What are some words of advice you can offer others looking to go in this field in terms of obtaining their education?
“Applying what you know to what you love is key. Pursue a core education strong in writing and mathematics, and challenge conventional perspectives in any field you enter. While my education definitely helped to achieve success in this field, it’s how you apply your education that counts. As you evaluate different paths of education, consider how you may apply them to areas you hadn’t previously thought of. With education, resist the urge to reside in the box a course or path dictates. Instead, learn how they all intertwine and can amplify each other.”

Sara Lugardo is a professional writer out of Chicago, Illinois. She has a Bachelor’s in Communication and is currently working on her Master’s. Her work can be found on

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