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You can make responsible financial decisions without getting into the details. The problem is some folks hate talking about money so much, they don’t make those choices until it’s too late.
Financial consultants deal with a broad range of clients. Some want a weekly meeting where they dig into the details of the strategy. Others only want ten minutes of financial discussion and then move onto more interesting things about life. Your job is to tell your consultant where you fall on that scale.
Most folks don’t realize that they can be financially responsible AND avoid detailed money discussions. This guide will show you how to do that.
“Anxiety-induced asthma is a unique quirk in my life. Everyone has a quirk and that’s mine. I have an asthma attack anytime I have a tight connection at the airport. Some folks feel that way about discussing finances. My goal is to eliminate anxiety for folks who want to be financially responsible without dragging them through the details to get them there.” – Leesa Lee, Elevate Planning
