Some people find money talk awkward, to say the least. To others, it can seem tacky or even rude.
We’re in the business of money talk, though, and we know that there’s no planning for the future without it. What’s more—it can be a real pleasure! What could be more empowering than connecting numbers on paper to one’s real life? Getting a story in motion for a fellow human through a financial planning journey?!
Yep, I’ve been told I’m a little excitable.
But I do wonder how much of folks’ baggage about money talk comes from an unexamined relationship with money (or maybe years of being told what’s “proper” and what’s not?).
Clients, we’re not going to make you check any baggage at our door, but we want you to hear this: we recognize that our work gets really personal, really quickly. We know that our financial pasts and our future goals are intimate stories.
Can you imagine having a planning conversation that wasn’t personal, though? “I currently have a number of resources in several forms, and at a date in the future, I would like to be able to spend a certain amount of money for, um, reasons.”
In her book The Art of Gathering, Priya Parker talks about a facilitator she interviewed who compared coming together to entering a swimming pool. “There is a deep end and a shallow end,” the facilitator told her. “You can choose whatever end you want.”
To borrow this idea, we would suggest that financial planning is “an invitation to intimacy, but depth is a complete choice.”
We believe goals are intimate and individual by nature. We’ve talked before about how your neighbor’s retirement plan won’t be yours, your friend’s recent housing decision isn’t a blueprint for yours… You catch our drift?
All this is to say—we are here for the personal, the more pragmatic, and everything in between. We know the business we’re in, and it’s all about… you.
Clients, write or call when it’s time to update the specifics of your plans and planning.
Want content like this in your inbox each week? Leave your email here.
Play the audio version of this post below: