Thursday, March 19, 2015
Why women must change their behavior towards money - Financial Planning for Women
Financial matters can be intimidating for most people and for women who have deferred money matters to others, even the more so. Women have an intuitive sense that can serve them well when interviewing potential advisers. Third party referrals from a trusted source can be a good place to start in your search for an adviser.
Generation X "stalks," an online term for researching information can yield some background information, like on LinkedIn, where you can review adviser profiles. There are also other online resources such as broker check or the department of insurance in your state where you can search for adviser information, even judgments on advisers.
Everyone has a financial personality profile developed over time and influenced by parents, events or education. Some conservative attitudes towards money may come from scarcity during childhood or out of control spending because parents always provided funding for everything. Whatever the pathologies, determining and understanding these internal forces can help in deal objectively in the matters of money.
Syndicated financial columnist and talk show host Steve Savant interviews registered investment adviser and certified financial planner Heather Coulter. For almost 20 years she has been managing money and using a unique mind mapping software that analyzes, stores and retrieves client data and photos. This is episode 4 of 5 in the series, Financial Planning for Women.
About Steve Savant
As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.
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