About half of the clients I work with are the “validator” type, those who like to actively gather information about their financial options and do their best to thoughtfully think about their decisions. They visit with me to get a second opinion on their choices or to help narrow down the alternatives that will work best for them, their families, or their businesses.
This proactive approach is akin to us trying to eating healthier, exercise a bit more each year, or using other wellness tools that improve the overall quality of our current and future lives. A periodic visit to a medical professional and/or alternative practitioners is a way to get the perspective of a respected individual who specializes in their expertise and who also has seen thousands of other clients – and therefore understands the practical nuances and customizations that are available above and beyond the standard basic answers.
We have access to ever more financial information and ‘solutions’ available via the media, internet, and social communications than ever before. But we still have the challenge of putting together all the pieces of data into a realistic, holistic plan that will really work for us. So please continue to do your readings, consider options, find educational sources, and other tools that get your attention. And also know that there are a growing number of CFP professionals available to help be that second or third objective opinion you need to feel comfortable with your choices. When you invest in your financial health and wellness you’ll get a great long term ‘Return on Investment’ in the form of flexibility, stability, strength, and goal achievement…pretty nice.
