March 4, 2010 – Long Island Press – Huntington, NY, US
Merrill Lynch was taken over by Bank of America. General Motors and Chrysler were handed billions of dollars. The average Wall Street executive “earned” a bonus of more than $120,000. When the economy began to tumble and red became the color of choice on CNBC, everyone panicked. But when things went from bad to grab-the-kids-and-run-for-the-shelter, the financial sector, auto industry and $1,000-tie clip-wearing Manhattan big wigs had help.
Odds are, you didn’t. But just because you don’t have shareholders and offices on multiple continents doesn’t mean your finances don’t deserve outside help. Here are the five professionals that should be highlighted in your Rolodex and on your outgoing calls list at least once a week.
Accountants, insurance reps, CFPs, lawyers—all these professionals work with what you give them. But what if you need personal coaching, someone not to work with your finances, but with you. That’s when you grab your life coach off the bench, to give the team the (mid-season, fourth-quarter, Monday morning) surge it needs. They may not be number or legal whizzes, but life coaches are excellent motivators. They are able to connect on a level that doesn’t involve dollar signs or spreadsheets and offer advice and encouragement. Often times, that’s all it takes to get your ducks in a row.
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