The Ten Commandments of Finance: Commandment V

May 26, 2011 § Leave a comment

5.)  Don’t let others disrespect you – demand helpful advisors

 When you have an advisor you have a helper. My clients have ready access to all this information because I help them learn how to be in control of their money. From budgets to tougher emotional decisions, from names of great accountants to wonderful attorneys, whatever I can do is done for a bright and well-planned financial future.

 Do you know how many folks I work with who tell me that they have no idea what’s going on with their money because their present person doesn’t speak with language or they never see them.

 Don’t let advisors who are supposedly there to help, disrespect you instead. If you don’t know what the heck they are saying what are you doing business there? We are all different so there are CPAs, attorneys and financial advisors for every type of person. Advocate for yourself! Find the advisor that speaks to YOU! Insist on it!

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