What if I told you on-line dating is a lot like finding a Financial Advisor…
I know most blog articles aren’t about one’s personal life, but I discovered some uncanny parallels between on-line dating and finding the right financial advisor.
Having never married, and having recently crossed the big-5-0 threshold, I've been taking more action on the personal side of life by joining a couple dating websites in hopes of meeting a unicorn of a man. I have been shocked at some things (follow me on Instagram for these details: @lisa.at.csw), angry at the number of scammers, and embarrassed at going to an "online shopping app" to find a significant other. I have felt vulnerable, hopeFUL to hopeLESS… ALL the emotions. It's a deeply personal subject, and yet a completely public endeavor.
And here it comes…. It's a LOT like finding an advisor with whom you can talk about your money.
Here's a quick take on the parallels between dating and finding a financial advisor:
Compatibility 💑: Just like in dating, finding a financial advisor is all about compatibility. You want someone who understands your financial goals and vibes with your money mindset.
Trust 🤝: Trust is key in both relationships and financial partnerships. You're handing over your financial future, so finding someone trustworthy is non-negotiable. It's like finding a partner who won't ghost you with your savings or retirement accounts.
Communication 💬: Good communication is everything! You should feel comfortable discussing your financial dreams and fears. Think of it like having a partner who's a great listener and can decode your money language.
Transparency 🕵️♂️: Just like in dating, honesty is the best policy! Your financial advisor should be upfront about their fees and strategies. No hidden fees allowed—let's keep the financial skeletons in the closet where they belong.
Chemistry 💖: Chemistry matters! You want to click with your financial advisor, like finding a money BFF. It's all about that spark and feeling like you're on the same page financially.
Long-Term Commitment 💍: Finding the right financial advisor isn't just a fling—it's a long-term commitment. It's like finding a partner who's ready to grow old with you (financially speaking, of course!).
By approaching the search with a clear set of criteria and an open heart, you can find a financial match with whom to navigate life’s financial rollercoaster!!🎢💰
And on the personal front…
I'm still screening through dating profiles as time allows, but I plan on utilizing the same criteria as above when looking for my romantic match! Wish me luck! :)