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Do you feel like you should be able to create and monitor your own financial plan? This is a feeling that many high-performing business owners and professional may experience.
However, is it possible that your DIY plan is only suboptimal?
Today, Justin Bennett shares the story of a new client relationship. This client is a high-income earner whose life was becoming so complex that he started to question whether he should keep calling all the shots with his finances. In this story, you will hear how Justin walked this client through an understanding of how he was feeling, helped him optimize his personal economy, and helped him feel comfortable when he was getting overwhelmed.
In this episode, you’ll learn:
- What it takes for people to accept that it’s time to work with a professional
- Common issues with DIY approach
- Insights into how Justin helped this client optimize his personal economy
- How Justin helped this client feel comfortable during their onboarding process
- And more!
Tune in now to consider whether it’s time to stop DIYing your financial plan.