For most of us, money represents security, so uncertainty related to money can really wreak havoc with our peace of mind. The trick is to find ways to work past the fear and stress, so you can keep moving towards your financial goals.
Navigate life changes
Switching financial advisers? How to navigate the process and the red tape
Posted on Categories Navigate life changesLeave a comment on Switching financial advisers? How to navigate the process and the red tape
Author Sum180 Lead Coach 
Switching financial advisors should be more than a mechanical transfer – ideally, it’s a chance to reassess your goals and strategies with a new advisor and a fresh perspective
How should you evaluate your financial adviser’s performance?
Posted on Categories Navigate life changesLeave a comment on How should you evaluate your financial adviser’s performance?Author Sum180 Lead Coach 
Once you have chosen a financial adviser, here are some signs that confirm you’ve made a good choice – or conversely, that it’s time to find a new adviser.