Can a Financial Planner Replace a Therapist?
Channel: Chris Grande
Date: 2016-03-17

Is a financial planner better than a therapist? In his October 2015 article, financial columnist Lou Carlozo listed 7 Reasons Your Financial Planner Can Replace Your Therapist.

Article:
http://www.dailyfinance.com/2015/09/0...

In my video, I analyze the 7 ways listed by Carlozo. And if you watch, you will see that I agree with his points and have experienced all of them with clients over the years. often money is a problem. And fighting over money is a big cause of marriage strife.

Couples everywhere contend with money issues. Sometimes one spouse is a spender. And the other spouse is a saver. Credit cards play into this issue also.

In no way am I (or Carlozo) saying a planner can replace a licensed medical therapist for people who have serious mental health issues. But more for anxiety that comes from lack of direction, lack of goals and lack of visibility into the future.

Certainly some people have a hard time seeing how small actions lead to big long term results. But this is the same in many endeavors. In sales, in sports, in fitness and in money. How do you eat an elephant? One bite at a time as the saying goes.

Want ot read more? Find the full article on my site at:
https://www.walnuthilladvisorsllc.com...

Thanks for watching.

Would you like to schedule a virtual meeting? Do that here:
http://wha.setmore.com/

Warmly,

Chris Grande
http://chrisgrande.com/
http://www.walnuthilladvisorsllc.com/

cover photo source: https://www.flickr.com/photos/_awakeandunafraid_/



Note:

My articles and videos are meant to be educational and not specific advice. I assume my readers are big boys/girls and understand that, but in today’s climate I have to tell everyone again anyways – people might do something dumb and go hurt themselves! (like stick a fork in an electric socket or something – don’t do that!). Consult a qualified advisor before attempting financial strategies that you don't fully understand.