Ep 107: The Financial Therapist – When It’s OK If A Visit To Your Advisor Feels Like Counseling

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Today we’re discussing some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.

Whether you’re getting a divorce or having career difficulties, your financial advisor should be there to help guide you through the financial transition.

On this episode, we’ll share:

  • How we help clients going through a divorce. (2:22)
  • How we handle clients’ career difficulties. (5:27)
  • How we help clients who don’t like talking about money. (8:00)

For more episodes, visit us online here: http://principalpreservationservices.com

Get additional financial education on our YouTube channel: https://www.youtube.com/channel/UCJ6RRiWvkInUm_E3lg38T2g

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