My Professional Advice: When It Comes to Money, You Do You

A quirky man sits at a table with bags of money, coins and cash and gives a thumbs-up.

There’s a moment in almost every financial planning relationship when something from the outside creeps in. A friend brags about a hot stock. A sibling talks up their investment property. A headline warns about a market collapse.

Suddenly, a client starts to wonder if they’re doing enough. If they’re missing out. If someone else’s plan might be better.