The financial services world tends to be techincal in nature. Think spreadsheets, formulas, graphs, charts, numbers, etc. You get the point.
This becomes a BIG problem if you're seeking out financial help and you're the type of person that tends to shut down when encountered with spreadsheets, formulas, graphs, charts, and numbers.
I had a conversation with a creative small business owner in her mid 40s recently that highlighted this exact problem. She told me...
“I want someone whose not going to judge me. I'll looking for someone who gets me and will help me look beyond the numbers.”
To get where you want to go, you need to connect your feelings & emotions with your finances.
There is often a simple financial answer to any question. However, once you incorporate how you feel into the equation, the simple financial answer might not be the best answer for you.
Financial rules of thumb are a great starting place, but they are rarely “your” best answer.
Your finances are a major component of your life. However, that doesn't mean you should ignore your feelings and emotions when making financial decisions. Here are some questions you can ask yourself to help connect your feelings & your finances:
Where are you right now?
Where do you want to go?
What do you need to do to get there?
Are you willing to make the necessary adjustments or would we rather change where we're headed?
How will we track your progress and hold yourself accountable?
If you'd like some help you figuring out where you are, where you want to go, and what it will take to get there, I'd be happy to have a conversation.
At the very least, I can get you pointed in the right direction.