“We figure out what we want with our feelings. We learn everything we can learn from the numbers.” — Me
Sometimes new clients are surprised when most of our work together is conversation. There’s very little button-clicking on a computer that will do us any good while we’re meeting. And there’s no chart or binder just sitting in my office—or anywhere!—that can tell us what we need to know:
- What does money mean in your life?
- What are your goals?
- What’s working? What could be better?
There are choices to make that do involve some math, of course. That’s a big part of our role. But your job? Figuring out what you want and how you feel about how to get there.
In their book No Hard Feelings, Liz Fosslien and Mollie West Duffy explain, “When people talk about decision making, they tend to assume that feeling something and doing something with those feelings are the same thing.” Some folks notice a feeling swell up in the process and try to shoo it away, thinking it will only gum things up. Surely, if we “open the floodgates, we’ll be bowled over by the crush of our emotions.”
But that’s not giving ourselves much credit, is it? Gut feelings aren’t random signals. They can be clues to our self-knowledge. Ever bought a house, juggled job offers, or gone on a first date?
Our feelings can help us figure out what we can live with and what we cannot. And as we’re fond of saying, “your money, your life.” No matter what happens in our conversations, clients, you’re still the one that has to live with your life—not us.
We’re here as partners, collaborators, coconspirators… you get the idea. Reach out when you’re ready.
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