To many, the idea of talking about their money is scary. Like, downright terrifying.

Having to own up to questionable financial decisions can be a bit much to handle. That’s a major reason why people avoid speaking with a financial advisor. I can tell you for certain that if you do feel this way as well, there is absolutely nothing to worry about.

It’s true that when you’re speaking with an advisor, we might ask questions about your spending habits. We ask so we can learn what may be holding you back from attaining your personal financial goals.

You might also be asked questions like:

• if you’ve worked with an advisor in the past.
• what you do for a living.
• what you want to get out of your money. 
• your current income and assets

Like when we ask questions about your spending habits, we are trying to figure out where you want to be in the future and how we’re going to get you there.

Using the combination of past and future, we can make a solid plan that will work for you. Why not give us a call at 513-563-PLAN (7526) or use my online scheduler to book a 15-minute chat with us? If you’re reading this email, chances are you’ve thought about talking with us, so why not take that step?

Regards,
Nikki Earley, CFP®