Money is a complex language. There’s the techniques and vocabulary of finance. These financial techniques and tools collide with our internal values and personal money scripts. Next, we have the constant flow of information in our everyday lives. Add in the temptation to compare ourselves to others, and it can get messy.
Money knowledge is highly unique to each and every one of us. How well do you know yourself? How accurately can you tell your own story? What does a fulfilling life look like to you?
These are just a few of the questions a good financial advisor may ask you to help you get to know your own story a little better.
Ask yourself, do I want to work with a financial advisor that only cares about my money? Or, do I want to work with a financial advisor that seeks to discover your life goals and aspirations…and then helps to integrate the money skills needed to attain those goals?
Financial technology is evolving at a blinding speed. The human side of personal finance is becoming more critical, as client are beginning to expect the personalized experience that they deserve. This is an exciting time for anyone that is looking to take control of their financial lives.
One thing that will not change–people are people. We are all wired differently. Shouldn’t our financial plans reflect our values and goals? I believe that’s that way it should be.
Money is part of our lifelong journey. Growing and developing our money knowledge is a continual process. Why wait to get started? Let’s chat.