Financial Coaching
COVID-19 has Caused Global Financial Uncertainty
In the growing uncertainty of COVID-19 we know that when we get through this self-isolation period pent up financial issues will replace the pressures of COVID-19 and become the new crushing force in all of our lives. Personal finances is always a delicate and tough topic, but after the black cloud of COVID-19 lifts, we will have no cover and no choice but to deal with our financial woes directly.
"Financial advisory will be very important and will be a much needed service for families and individuals"
Financial adviser's will be in high demand as the profession is great at providing the expertise in helping clients structure a financial road map catering to their specific needs. For example, if someone was on track to early retirement prior to COVID-19, a good Financial adviser will help to come up with the proper adjustments to the plan for getting to this goal.
Financial Adviser's can Help you Come with a Financial Plan but the Hardest Part is Following Through on the Plan
But where things get tricky is that Financial adviser's are not talking to dispassionate and uninterested parties. They are speaking with very impassioned individuals, who have lost money, in potentially ignitable situations. Helping emotional human beings follow a budget takes a very special skill. Convincing clients to accept and adopt the plan a Financial adviser is providing may be very trying to say the least. We can be unintentionally stubborn and hard-headed when it comes to our money and nest eggs (understandably) that we've scrimped and saved for. Resistance to changing money habits is a common problem as well as lacking the confidence to pursue plans to reach a particular goal (trips, school, retirement). We might even cast a blind eye as ignorance can be bliss (temporarily).
A Financial Coach will Help you Make your Plan a Reality
Enter the opportunity for financial advisers to engage a therapist or life coach to help them in getting their clients to embrace the right plan for their financial security and health and to really follow-through on it. Often times there is a very strong link between our psychological make-up and the way that we make and use money. A life coach can help to arm a financial adviser's client with the needed precursor to change: self-knowledge. A life coach can help with the how-to’s and really help a financial adviser bring their plan home in a way that their client can embrace and digest using their own agency.
The highly trained therapists and coaches at Psych Company are ready to help you whether you are a financial adviser who needs assistance in formulating or implementing a plan suiting your client's psychological disposition, or if you are the actual client. That is - someone who knows that they must save or spend but can't get motivated to follow up in order to actualize plans.
Either online or, down the road, face-to-face (hopefully sooner than later) this is how we can bring excellent value to your table as you craft your winning financial plan.
In the growing uncertainty of COVID-19 we know that when we get through this self-isolation period pent up financial issues will replace the pressures of COVID-19 and become the new crushing force in all of our lives. Personal finances is always a delicate and tough topic, but after the black cloud of COVID-19 lifts, we will have no cover and no choice but to deal with our financial woes directly.
"Financial advisory will be very important and will be a much needed service for families and individuals"
Financial adviser's will be in high demand as the profession is great at providing the expertise in helping clients structure a financial road map catering to their specific needs. For example, if someone was on track to early retirement prior to COVID-19, a good Financial adviser will help to come up with the proper adjustments to the plan for getting to this goal.
Financial Adviser's can Help you Come with a Financial Plan but the Hardest Part is Following Through on the Plan
But where things get tricky is that Financial adviser's are not talking to dispassionate and uninterested parties. They are speaking with very impassioned individuals, who have lost money, in potentially ignitable situations. Helping emotional human beings follow a budget takes a very special skill. Convincing clients to accept and adopt the plan a Financial adviser is providing may be very trying to say the least. We can be unintentionally stubborn and hard-headed when it comes to our money and nest eggs (understandably) that we've scrimped and saved for. Resistance to changing money habits is a common problem as well as lacking the confidence to pursue plans to reach a particular goal (trips, school, retirement). We might even cast a blind eye as ignorance can be bliss (temporarily).
A Financial Coach will Help you Make your Plan a Reality
Enter the opportunity for financial advisers to engage a therapist or life coach to help them in getting their clients to embrace the right plan for their financial security and health and to really follow-through on it. Often times there is a very strong link between our psychological make-up and the way that we make and use money. A life coach can help to arm a financial adviser's client with the needed precursor to change: self-knowledge. A life coach can help with the how-to’s and really help a financial adviser bring their plan home in a way that their client can embrace and digest using their own agency.
The highly trained therapists and coaches at Psych Company are ready to help you whether you are a financial adviser who needs assistance in formulating or implementing a plan suiting your client's psychological disposition, or if you are the actual client. That is - someone who knows that they must save or spend but can't get motivated to follow up in order to actualize plans.
Either online or, down the road, face-to-face (hopefully sooner than later) this is how we can bring excellent value to your table as you craft your winning financial plan.
