Are you comfortable talking to your financial advisor?

Your comfort level with your advisor likely has a direct impact on your finances. Do you feel at ease talking to your advisor about . . .

• Job loss?
• Illness?
• Debt?
• Divorce?
• Gender identity and sexual orientation?
• Feeling behind on retirement savings?

If envisioning a conversation with your current financial advisor about any of these things makes you feel even a little uncomfortable, it might be time to investigate other options; you’re not getting the full value of that relationship. 

The last thing you want is for your finances to be misaligned with your timeframe and/or your values because this could have a major impact on your financial future. If you are thinking of making a life change (or have had one forced upon you) and you are not comfortable discussing this with your advisor, you are not able to see the possibilities or pitfalls of those decisions; you’re making choices in a vacuum without all of the information. 

Call your best friend . . . and then call me.

At some point in all of our lives, things aren’t going to turn out the way we expect. And when that happens, I hope that my clients first call their best friend . . . and then they call me.

• My clients know they can share anything with me, and they will not be criticized or judged. 
• They know that they have a partner with whom they can brainstorm and that is part of the service I love providing.
• They know I’m never annoyed with “dumb” questions and they’re never wasting my time as we examine “what ifs.” 
• Most importantly, they know I have truly seen it all and will not be shocked by their situation. 

Making a change is easier than you think.

• We open an account and sign a transfer form. 
• We contact the original firm and move the funds for you. 
• No need to speak with your old advisor or wait hours on hold with the firm! 

Beyond that, it’s just a matter of getting to know you, your situation, goals, and values so that we can begin that open dialogue.

Don’t wait to get comfortable with your finances.