Go here to read Sheiresa Ngo’s article on what couples can do “when bad financial times come sooner than expected.” I weigh in with a few tips on how to keep things together.
October 23, 2010 by Leave a Comment
Every “No” is Not the Same
Before a prospect becomes a client, I take them through a series of questions. This preliminary financial coaching session is thirty-minutes, complimentary and designed to give prospects a sense of my style and what they can expect from our engagement. It also gives them (and me) a picture of their current financial state, revealing what [...]
