Financial Horizons Your Connection for Wealth, Lifestyle & Legacy
Adjusting to Changes Serving Clients When the World has Turned Upside Down
T he best part of my job is being there for my clients when they need me most. When a spouse passes away or a work situation changes, I’m able to show up for my clients in that moment of sadness or fear and alleviate some of their burdens, and that drives me forward. I love being able to assure my clients that in the event of a life change — good or bad — they can count on me to help take care of the people they care about the most. I enjoy the problem-solving aspect of financial planning, but what I really love is the relationship aspect and being able to be there to guide and advise my clients through the peaks and valleys of their lives. COVID-19 has driven workplaces around the globe to operate remotely, and it has not been easy for me. Many of our clients are 60 or older, so we can’t afford to take any chances with their health. I miss the interaction of in-person meetings, but client safety is our No. 1 priority. I know those meetings give us the opportunity to build and strengthen our relationships, but for now, we will have to rely on technology. We are committed to conducting our meetings online for as long as caution dictates. We’ve all watched the markets growing increasingly volatile. I’m here for my clients to remind them that we are going to get through this. We’ve been through market drops and even recessions, such as the 2008 financial crisis. We got through that. We’ve been through 9/11, too. When that happened, it felt like nothing would ever go back to normal again, but it did. We also knew that a market correction would come. My financial planning clients know we accounted for market volatility. Though we could never have expected an event such as the coronavirus, our process utilizes a Monte Carlo stress test that does take into account a variety of variables when calculating the probability of success. Through the comprehensive planning process, and using Monte Carlo, we can find and use the right financial instruments for our client’s unique situation and help them live their life with more financial confidence
The coronavirus is just a season — a difficult season, yes, but a season nonetheless. As a country, we are going to pull together and
overcome this. It’s what we’ve always done, and it’s what we’re going to do now.
In the meantime, I will continue to be here for my clients.
Meeting over the phone or
through an online web meeting is not the same as meeting face to
face, but right now, it’s what we have. We will continue to ride out
this season of our lives together. I hope you and yours are staying safe and sane.
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