Stewardship Well Done Journey

Step 8 – PLAN

Roadblock #2 – I’m nervous.

Have you had an appointment recently where you weren’t sure what the outcome would be? Perhaps you were at the doctor’s office to hear the results of some tests, or maybe your boss suddenly told you to meet in her office. In circumstances like these, adrenaline pumps through your body and you feel nervous and maybe even scared. We’ve got some good new for you this week … meeting with a financial advisor isn’t anything like this!

Your appointment with an advisor is not a test. You don’t pass or fail. Your advisor will simply listen to your story and offer an honest assessment of where you are on your financial journey. You might be pleasantly surprised by what you hear; or you may find some areas that need extra work. But what you will never find is shame or judgement.

Clients regularly tell us that meeting with their advisor brings comfort and peace of mind. This doesn’t mean the journey is always easy. Everyone experiences financial hangups and disappointments from time to time. But when you work with a financial advisor, you will have a trusted guide who is committed to traveling with you on your journey, no matter how many twists and turns you encounter.

No shame. No judgement. Just honesty and peace of mind. How refreshing!