I have had gray hair since I was 16. By the age of 22 I had an evenly balanced head of salt & pepper hair. At the age of 30, completely gray, I started coloring my hair. What does all of this have to do with Financial Planning and Money Management… my hairdresser can tell when the markets have been wacky because I need to get my roots colored a lot more frequently.

A big part of what I do is meeting regularly with my clients. There is nothing better than a face-to-face meeting for review & updates. I like to keep up with the changes and events in my clients’ lives and keep them up to date with the market fluctuations and any impact that may have on their plans. Some impacts are not so great, some are beneficial. Since 2008 the fluctuations in the markets have given us a lot to talk about. This is why the roots need more attention.

I worry for my clients. They know that I am watching the different sectors that may affect their investments and will contact when something needs to be done. I enjoy and embrace this responsibility. Any Planner can talk to their clients in good times I will be the one that is calling my clients and holding their hands during the not-so-good times. Contact with my clients, whether via letter, email, or face to face is what sets me apart from other planners. So I will spend more time getting my hair done- it is a small price to pay