I ran across this article, “Did You Fail At Something?  Good – Do Something Else,” by Darius Foroux, and it got me thinking about how dynamic financial planning can help clients move past disappointments and frustrations.  Financial planning isn’t always the most exciting topic but think of it as a map, without which you wouldn’t know where you are, or where you are going. 

The planning we do at Team Hewins helps clients visualize whether they are headed toward achieving their goals or not.  Clients can preview the impact of their decisions without actually making them, allowing them to be proactive about their futures.  That said, we can’t always anticipate obstacles–most of our lives do not flow according to plan, and we have to navigate them on the fly.   Frustration, disappointment, and complaints are normal.  But planning and considering various outcomes can help clients stay flexible and gain comfort and confidence with making changes along the way.  We tend to ignore what we don’t want to see or acknowledge.  Let Team Hewins help you see the “good” and feel empowered to manage through life’s challenges. 

About the Author, Clari Nolet, CFP ®, CDFA®

Clari Nolet Team HewinsClari has a passion for assisting women in transition. Whether going through a divorce or losing a spouse, having a trusted partner can make all the difference. She works closely with clients’ advisors including, but not limited to family law attorneys, mediators, CPAs, and forensic CPAs. She assists women by providing a clear picture of their current situation and helps them organize and build their financial life by setting and supporting their goals as they reinvent themselves.

As a CERTIFIED FINANCIAL PLANNER™, Clari understands her fiduciary responsibility and provides the highest level of professional competence. Women in transition oftentimes need to make significant changes in all aspects of their lives, including financial. She helps her clients visualize the future impact of tradeoffs and decisions that need to be made now so that they can move forward with confidence. You can contact her here.

Team Hewins, LLC (“Team Hewins”) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training, and no inference to the contrary should be made. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. 

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SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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