Be Honest

Wednesday, September 3rd, 2008 by Charles Mayfield, CFP®


My mother always used to tell me “You have to be able to look yourself in the mirror”.  That is such good advice and truly applies to so many aspects of our lives.  This certainly holds true when it comes to financial planning.

There are so many of us that want to achieve financial security…who doesn’t?  I can say that Cass and I enjoy working with people who have truly accepted personal responsibility for the achievement of their goals.  It sounds silly, but if you won’t do it…then who will?

When you make the decision to hire a financial planner, you need to be prepared to look yourself in the mirror and be totally honest about what you want, need and are willing to do.  Additionally, be prepared to share your inner most emotions and thoughts with that person.  Think of the financial planner as your doctor.  The more information you disclose to that person, the more helpful they can be.  You have to have a clear picture of your abilities and willingness to work hard to achieve your goals.  The financial planner’s job is to help you define and clarify your goals.  This is virtually impossible if the world you are living in is drastically different from one you have in your head.


Do some soul searching!  Talk to your spouse or confidant.  Be truthful and honest with yourself and the process will be much more beneficial to all parties.

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