PASSING ON THOSE ‘AHA!’ MOMENTS Asalyn Coachman’s Connection to Clients
When I meet with clients, one of the first things I want them to know is I was once on their side of the table. Over 19 years ago, my husband and I came to Financial Architects to get guidance on how to make the best money decisions to grow and protect our own wealth. We had just moved to Michigan after my husband got out of the Air Force and started working for Chrysler, and we had a 3-year-old and a 1-year-old at home. We thought we had a pretty good understanding of our needs for the future, but Turner Thompson really put things in perspective. I still remember the moment he laid out the possible financial challenges we could face and the daunting thought of what if life did not go as we planned. This included helping us understand our financial value. Seeing how much we were worth stunned us, especially as we connected the dots to what would happen if one of us was not here anymore. This was one of those “aha!” moments for us as a young couple. I certainly had not grasped the enormity of our future financial needs and wants nor what would be needed to accomplish our goals. What I should probably mention is that I earned my bachelor’s in economics from Harvard before heading to law school. That is to say that sitting at that table with Turner, I had a very solid foundation in economics on a large scale — but when
And it is okay not to come in with textbook knowledge of this! Many of my clients are extremely bright doctors and engineers, but they have never had to think about their wealth in these terms. Just as it is their job to be experts in their own respective fields, our team of Financial Architects gets to guide them in this area of knowledge. That is why I was thrilled to join this team a decade ago. At the time, my kids had gotten old enough to where I did not have to be a stay-at-home mom anymore, and I was working as a personal trainer. When Turner learned I was able to start working outside of the home more, he gave me a call, and the rest is history. Joining this firm was one of the best decisions I ever made. but the satisfaction I have gotten from working with FAI is something special. Having raised a family while having a financial coach to turn to help with decision making inspires a quiet confidence. I get to have a very personal connection to the work I’m doing, and helping others reach that same peace of mind is a great feeling. I have worked a lot of jobs in my life, from lawyer to chef to personal trainer,
it came to my family, I had the same basic financial questions I get asked by clients every day. That is why I love my role as a Financial Architect: I get to help families have that same “aha!” moment my husband and I had almost 20 years ago. Over the past 10 years, I have been able to walk clients through the strategic coordination of the four pillars of their wealth. Most people have some working notion of these categories: protection, savings, growth, and debt. However, most of us were never taught to see how all four interact with one another, which is key to leveraging them efficiently.
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