I may be a financial advisor but sometimes I am also cast into the role of therapist.
Have you ever considered how many very personal and often emotional aspects of your life are connected to your finances? As I discuss a client’s financial history or future with them, it is not uncommon for extended family drama to enter the conversation, failed or realized dreams to be revisited, or marital disagreement over financial matters to surface, just to name a few.
I’ve sat with many clients as they’ve expressed anger over circumstances and I’ve sat with even more clients that have been in tears over very painful situations. Our conversations usually start with finances but it’s hard to be thorough and effective without discussing and evaluating the entire story.
As you look for and evaluate potential advisors, make sure they are not only a solid financial manager but are also a person that you can build a rapport with and trust on an emotional and personal level as well.