By Tina Weeks, Financial Life Planner
One of the most important aspects of my role as a financial life planner is that I get to help my clients see how they are being with their money and in turn this helps them see their life with a lot more clarity.
I realised a long time ago that the most important part of Financial Life Planning is the relationship I have with my clients. It's all about the conversation and about how I make my clients feel.
It is impossible for me to build a financial life plan for my clients if I don't have their trust. Only then will they be inspired enough to really move forward with everything that we have built into the plan for them. I can then support them through everything that life throws at them and continue to coach them so their plan stays on track.
There is so much more to this than financial advice. Financial Life Planning is a relationship - a relationship that changes lives.
One of the biggest benefits of seeing an adviser is also one of the most overlooked. When you’re trying to sort out your money, it helps just to have someone to talk to – someone who knows what they’re talking about. Welcome to the world of the financial adviser as counsellor.