When we see change coming, how do we resist the urge to do something rather than nothing? And how do advisors help clients with that same urge? Talking fixed income in a rising rate environment here: https://bit.ly/2Ndgj9T
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TALK TO HOLLY
I find it is most helpful to offer an initial phone consultation so I can better understand your issues and concerns. After the call, we will both know whether there is a fit, or if it makes sense to schedule an appointment. We'll chat about your needs, your goals, and what steps are right for you. Financial planning services can be provided in our offices or remotely using Zoom video and screen-sharing.
Even people who are "good with money" can have trouble making money decisions.
“As I always tell my clients: there are no right or wrong money decisions; there are only money decisions which are right or wrong for you. Holly's book is an excellent guide and tool to help you get clear about what is most meaningful and right for you.”
Are there some money issues in your relationship that sound too difficult to talk about on your own? Give yourselves the gift of an enhanced relationship by getting some tips on how to have a healthy conversation about money.