Most financial problems are not immediately solvable. Speaking to someone you trust implicitly who knows both your financial situation and your personality provides you with a detached, non-emotional perspective on your financial issues. When one experiences a significant financial issue, it has been my experience that he/she loses perspective and fails to see the forest for the trees. It is vitally important when you have significant financial issues keeping you up at night that you speak to someone who can provide objective financial advice (your accountant, financial planner, investment advisor or a close friend). It is extremely difficult to solve complex problems by yourself.
Thus, today I will focus on the observations I have made over the course of my career in relation to financial matters that have kept my clients up at night.Īs I reflect on this issue, I have come up with four primary observations:
#ALL THESE SLEEPLESS NIGHTS BUDGET PROFESSIONAL#
Analyzing sleep loss is a skill set I was not taught in university or in any of my Chartered Professional Accountant courses.ĭespite my sometime amateur psychologist/psychiatrist status, it would be presumptuous of me to even consider providing advice of a psychological nature However, as I look back over my career, I am amazed at how often I have been a psychologist/psychiatrist to my clients and how often money issues are intertwined or even secondary to family and personal issues. If you had asked me twenty-seven or so years ago whether this question would have any relevance to me professionally, other than from a financial perspective, I would have looked at you like you were crazy. All joking aside, this is a serious question and everyone from psychiatrists to financial consultants asks this question or a variation of it when meeting a new patient or client. It may be a financial issue, a family issue, a business issue or in my case, the sub sandwich with hot peppers I ate at 10:00 pm last night. What is keeping you up at night? That is one loaded question.
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