Lately I've Been More Like a Therapist Than an Advisor

David Treece |

Many of my recent meetings with clients have functioned more like therapy appointments than financial planning sessions.

There is so much negativity out there.

Anxiety and concern about the financial markets, inflation, fear of a loss of investments, uncivil politics, gun violence, and uncertainty about our country’s future.

It's one thing after another.

And it's really affecting people. It is affecting me.

Negative emotions can fool us the most, negative perspectives are misleading, and I do not need to not give in to them.

I don't minimize the serious things that are happening in the world, but I have no control over these larger economic and societal issues.

I can, however, take control back to make positive decisions to help me live my best life, help my clients live theirs, and share resources and solutions to empower and inspire others.

As a financial advisor, investment concerns are the easiest to address. It is important to keep in mind that historically the market has ups and downs and that ultimately it will be OK.

It's just a fact that markets have ups and downs—and always will. Volatility and market corrections are part of the equation.

My job is to ensure you plan for all types of markets to minimize damage and have your portfolio meet your needs in the long run. There are always money management solutions to get you back on the right path.

Getting back on a positive path amidst uncertainty in the other aspects of your life takes a more mindful effort.

I am committed to sharing my perspectives and recommendations to help those in need of support move forward empowered, informed, and living with positive intentions.

It is OK to not feel OK about everything, but know that you have the power to live the best life you can despite what's happening in the larger world. Just knowing that can make a big difference.

If you have concerns about an uncertain financial future, please reach out to me.

I am here to help.



_ _ _


Cultivate a Positive Money Mindset to Get What You Want

How to Stop Subconsciously Sabotaging Your Financial Goals

Creating A Safe Space At The Intersection Of Transgender Identity And Financial Planning