How To Work With A Financial Planner


Ok, so who would you rather see for a first appointment? Your dentist or financial planner? Some people actually answer that they would see their dentist. What would you rather talk about and deal with? Your money or your teeth?

Working with a financial planner doesn’t have to feel like you’re getting a root canal!

Does your first meeting with your financial planner seem majorly overwhelming to you? You are about to reveal all of your money stuff to someone that you don’t know that well. Have a glass of wine before you go in – like a solid Pinot or Cab. People – should I start pouring wine at my initial meetings with clients? How cool would that be?

Watch my video on how you can best work with a financial planner. Oh, and my favorite wine is Rosso di Montalcino. What’s yours?

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