8. My Financial Advisor – the Cheerleader

I recently had an update call with my Financial Advisor and let me say I left that call in SUCH a great mood. I updated him on the progress we had made and he just genuinely  expressed how happy he was that we stuck with the commitments we made. I think for my family, its important to have someone we can talk to about our plans and seek advice, even if that advice isn’t necessarily profitable for the Advisor at that point in time.

Let me tell you, talking through the items crossed off The Plan and being congratulated for each just felt good. I like a pat on the back from time to time!

financial advisor

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