holistic advice

How feelings can get in the way of financial success

How feelings can get in the way of financial success

One of the assumptions made by traditional financial planning is that a client makes rational decisions.  Advisers are educated to expect that people will arrive at the “fact-finding” meeting with all their financial information at the ready along with a clearly defined list of goals that they want to achieve. I can honestly say, that in my experience, working with new clients almost never happens in such an over-simplified, vanilla, just follow the process kind

With financial advice, why go comprehensive?

With financial advice, why go comprehensive?

You have an in-growing toenail.  Annoying, but not typically life threatening.  You go to your GP. Is it your expectation that while you are at the consultation your doctor also assesses your general health?  Would you be comfortable if they take your blood pressure, ask about your alcohol consumption, recommend that you lose a bit of weight? Would you expect that they also might notice the suspect looking mole on your arm?  Take a biopsy,