Relationship goals with my SunLife Financial Planner/Advisor
Choosing a professional financial planner is like looking for a partner
in life that will last for years or even a lifetime. Just like a woman looking for a man we look
for things that will provide us stability and secuirty.
So how is finding a partner is a lot similar to finding your own
finacial planner.
Know what you are
looking for.
As we grow older our priority changes. We no longer look for love;
we look for companionship and a stable future. Same with a finacial planner,
you want to find someone who will offer stabilty and security.
Look for someone who can do what you need them to do and someone
you can talk to. Over the years conversation will be the onlyy thing left to
do. A financial planner you can talk to will be open about your fears and
trepidation and in turn he will assure you of the best thing to do.
State your expectation.
We all have expectations for a partner.Sooehow it is no longer
enough to like a person and vet on your feelings.”He’s the One.” I found him.
The same can be said to your financial planner. You have to know
where he came from, what qualities he has that makes him a professional one.
The company he’s working for. Surely, you wouldn’t trust your money to someone
you just met.
What are the things
he can offer?
Placing your life to someone for hopefully, a lifetime is kind of
scary. What ifs will surely cloud your mind and other things but then think of
the first time you just met and things will go from there.
You know you met the one based from your gut feeling or something has
sparked between the two of you.
With your financial planner, remember what happened when youf
first encountered him/her. Words may be just something you say without thinking
but your first conversation will always be the foundation of your trust in him.
Did he make you think of the future?
Are you
compatible?
Is that man competent enough to secure your future? Are you compatible in all ways? Will there be minimal
conflicts in the future?
A financial planner knows how to adjust to your timetable and you
share enough that you can imagine the future together. Your financial advisor
will always want the best for you. Remember that.
Future Guarantees.
Will your partner provide you the directions of how your
relationship will go? It may be smooth sailing in the beginning but you know it
won’t last and hardwork and effort is needed to make it last.
Your financial advisor will accept you for who you are. As you are
both mentally in the same place, he will be able to meet your needs and your
trust with each other will make both of you look only toward long term goals.
All the qualities you’ve been looking for is found on your Ssunlife
Advisor. Why look for anyone when it is already right in front of you. They are
guided by the core values of SunLife.
They are caring, professional, inspiring, and winning. As stated in the #LiveBrighter
Sessions they will give you a clear path to investing rightly
For more information about investments or if you are looking for a SunLife Financial
Advisor, visit www.sunlife.com.ph or inquire and talk to a Finacial Advisor at
5558888.
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