When I first begin working with clients, I find many of them worried sick about their finances. While such worry is understandable, if left inchecked, it sharply hinders their ability to engage with the Life-Work Discovery process.
So I ask them if they have a financial advisor. While most have IRAs and many have investments, I’m astounded to learn they do not have a financial advisor. Some say they have one, but have not consulted him or her for years! I then ask my clients to collect and review all of their financial information and to put together a personal/family budget.
Throughout the years, I have been fortunate to have met a number of financial planners with whom I’ve developed relationships and find to possess the highest integrity. I give my clients a short list of advisors and tell them meet with several. That first consultation is free. In almost all instances, they come away with renewed hope and strategies for managing their finances.
If you have been downsized, are worried about your fiancial situation, and lack a trusted advisor, don’t hesitate to contact me. I can provide you with my short list of individuals who possess the compassion and competence to address your concerns.