If you are reading this... I'm so proud of you! You've had a busy week and I'm sure it doesn't end here. If you are parent, perhaps the busiest times are your weekends!
I want to share with you some thoughts and views I have regarding financial plans.
I had a gentleman contact me through Sunlife Financial Advisor Match. If you don't know what I'm talking about go to www.sunlife.ca Do a quick questionnaire and if you like, you will be matched with an advisor who seems like a good fit.
Anyway, we chatted about how he went into the bank he deals to speak with a Financial Advisor. Seems to make sense as he has his mortgage there, a line of credit, chequing account. So he tells me how the meeting went... 1.5 hrs of someone not listening to what they wanted to do. Perhaps only going off a script on the sales quotas for the week. Basically the person just tried to sell them insurance for the whole time. This is not a financial plan! This is not what he had on his mind! So.. this is why he contacted me.
If you have had an experience like this I would highly suggest looking outside your bank and group savings/benefit plan. Look at your overall plan and make sure you are being listened to. What are the most important things on your mind? Is it paying off debt, saving for a house, saving for retirement? Do you have children? Run your own business?
* By no means am I saying that all Financial Advisors at banks are like this. Be your own advocate and be true to yourself. Make your own opinions and know you have many options out there.
Ask me about Sunvision Financial Analyzer to get your financial plan today.
www.sunlife.ca/karen.divenanzo
karen.divenanzo@sunlife.com
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