Who Are the Players on Your Financial Support Team? Here’s a guide…

written by Bari Tessler September 9, 2020
Who Are the Players on Your Financial Support Team Here's a Guide

On Tuesday, we had the first snow of our season in Boulder, CO. It’s the earliest snow in our history but we’re all very grateful to have the moisture since the air has been filled with smoke from the nearby fires. I know some of you are also dealing with fires in different parts of the US and I wish safety to everyone. What a year we are all having!

This is also a complex financial year for many of us: whether our income is up or down, whether our businesses are growing in this economy or are having significant cash flow dips. Or whether we got PPL loans or unemployment or needing extra advice on how to get relief from student loan debt or our mortgages. And everyone could use a little more support!

Crafting and growing your financial support team can be incredibly empowering. We all need support from financial professionals. After all: we can’t all be experts in everything.

Click here to read all about financial support teams and how to create your own.

Plus, the idea that we need to do / be / learn / master absolutely everything in our lives is part of what’s keeping so many of us overwhelmed and exhausted. Delegating and allowing ourselves to receive support can be so healing. (Not to mention incredibly smart!)

So … where do you start building your financial support team?

Here’s the rub: there are so many different kinds of financial professionals out there, it can be hard to know where to start. Bookkeepers, Accountants, Money Coaches, Financial Therapists, Financial Planners … what do all of these people do, anyway? And how do you know if you need one (or the other, or other?).

If you don’t know all this already — please don’t feel bad. Most of us don’t. I certainly didn’t, until a few years ago! But now, I know these roles like the back of my hand, and demystifying it for you is one of my favorite things.

Your first step: simply read the simple definitions at the beginning of the post, for now. See what jumps out at you. Notice your bodily (and emotional and mental) responses, as you read. Jot down notes, if it helps you. We’ll get to next steps at the end of the article.

Click here to read the post.

Sending you dear wishes,

P.S. The Art of Money 2021 Opens Soon for Early Bird Enrollment!

Though the program isn’t open for registration yet, you can review all the details about it, including the curriculum, guest teachers, and community calls on my Art of Money program page.

The biggest new thing happening with my Art of Money program for this next round is that in addition to us not raising the cost of the program we’ll also offer a new payment option: you and a friend/mother/father/brother/sister/colleague/etc. can join the program together for the same low, discounted rate we’ve always offered couples who join the program.

That means you and a friend will be able to join at the discounted couple’s rate and you can split the expense between you.

With all that’s going on in our painful and beautiful world, it’s more important than ever to find a safe community space where you can talk through money issues. That is one of the most important parts of the Art of Money program…the community support, both from me and other members in the program.

We’ll be opening for our early-bird registration in mid-October. So, stay tuned and get ready. If you could use some extra affordable support in your money life, I can’t wait to welcome you…

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