Reasons Not to Work with Me #4: Why Comfort and Connection Matter in Hourly Financial Planning
Hi all, I am on an unnamed peak a couple miles above Independence Pass in Colorado. I'm down off the summit here because it's too windy up there, so I dropped off the ridgeline.
The Most Important Reason You Might Not Want to Work With Me
I want to talk to you about probably the most important thing to keep in mind, the most important reason that you might not want to work with me. And that's if you've taken a look at my videos, maybe read my website, maybe even talked to me on the phone, and you're not comfortable with me, then you really should find somebody else.
If you're looking at me and thinking that it's going to be more annoying to talk to me than helpful and interesting, then find somebody else.
Financial Planning Is About More Than Numbers
Financial planning is about more than just the analysis and the numbers. Part of it's definitely important, but there's lots of people that could do that for you.
It's important to find somebody that you feel like you can connect with because it's also emotional to do financial planning. You're going to have to talk about your fears and talk about what worries you and what you want to do with yourself and your life.
Why Comfort With Your Financial Planner Matters
It's really going to benefit you if you've got somebody you're comfortable doing that with, because the whole process can be difficult enough as it is. So treat yourself right. Get somebody that you feel comfortable with and that you can work with. There's lots of folks out there. I'm sure you can find something that will work.