We all know that finances are emotional. There is quite literally a lot to lose so it is often stressful. I started to think about holistic planning when I first started noticing people’s anxiety around money. Why would we not create a plan for you that calms your specific stress? For some of my clients, this means having drastically more in an emergency fund than is really needed. Everything I do is in the best interest of my clients, so if that means that they need more money in a certain account in order to feel safe, that is what we will do! In the video for this week, I’ve given more client examples!
