We’re now hallway through the year. What’s your biggest financial fear? I’ve noticed a lot of people who resist talking to an advisor because they’re afraid of being judged or afraid they aren’t where they feel they should be at this point in their life, regardless of age. There may also be family history regarding the topic of money. Throw away the judgment and book an appointment. Get clear where you are today so you can take action. Fear leads to no action being taken. This initial meeting is really a job interview, from both the client perspective and the advisor perspective. If we have a fit, great. Then let’s get moving and take action. The decisions today will be adjusted over time but at least you’re taking action. What’s that saying about only a moving bike balances. Take that action and move in the direction of breathing easier about your life. If there isn’t a fit with that particular ...
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