Life Matters Blog | Money Matters, Life Matters
Money Matters: How Can I Work with a Financial Professional?
Tax season is here again, and I thought this would be an appropriate time to discuss working with financial professionals. There are two ways of looking at the question: How can I work with a financial professional? The first is you might be wondering how you can work with a financial professional when you’re already struggling to make ends meet. How will you be able to pay them?
The second way of looking at this question is about getting over your fear of finding the right professional. It can feel intimidating to look for the right banker, accountant, lawyer, or investment manager. As a former accountant, I’ve had people tell me “accountants are scary” and this made me sad.
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