Amelia’s First Dentist Appointment Show 41

Do you remember the first time you went to the dentist? My three-year-old daughter, Amelia, had her first dentist appointment last week.
Mallory and I tried to coach her on what to expect, because when I’m going into a new situation my anxiety tends to spike. I get even more antsy when I can’t visualize what the new experience will be like. I figure, I’m probably not alone in my uneasiness in new environments.
We told Amelia that the dentist and the hygienist were going to look at her teeth and count them and clean them, and that she would need to sit really still for them to look in her mouth.
Our dentist referred Amelia to a children’s dentist. Who knew a dentist specializing in children’s care was a thing? I had no clue!
When I was a kid, everybody went to the same dentist. In many ways it seems like just yesterday that I was a kid sitting under that blinding bright light having my teeth cleaned in a big beige chair.
Since Amelia’s new dentist office is geared for children, the entire office is kid themed. It has visually appealing decorations like murals on the walls, an aquarium, and vibrant carpet.
If you have a little person in your life that goes to the dentist, you may want to tag along next time they go. I had a good time looking at all the cool stuff!
Amelia even got a prize at the end. What a dream for a kid! After our experience last week, we’ll be equipped to remind Amelia what it will be like when she goes back for her next visit in the fall.
I’ve found that people may be reluctant to meet with a financial advisor or take the first step in creating a financial plan because they don’t know what to expect. This may even cause anxiety. It probably would for me.
In a world that’s aware that unscrupulous people sometimes lurk in financial services companies, this may add an even greater level of uncertainty around whether you should engage an advisor or not. Who can you really trust?
When someone meets with me by phone, Zoom, or in person, the first interaction is a learning session for me. I attempt to learn as much as possible about the person I’m talking to. I make notes while we’re talking, so that I can remember the details.
My intention with this interaction is to gain an understanding of where the person is in their planning journey. I’m trying to gauge if I can add value to your financial situation, or if we can optimize what you may already be doing. We’re not a fit for everyone, and that’s fine. But we want to figure that out as quickly as possible.
I ask questions like, “What are you attempting to achieve with your finances and is there a reasonable expectation that you will achieve it?”
I want to understand where you are in your personal discovery process. Am I the first person that you’ve talked to about financial planning? Or have you spent hours on the Internet researching financial tools? Are you calling me because of a major life change?
Often people begin thinking about their options when retirement is on the horizon, or maybe because they inherited a lump sum of money. And they want to invest it in the most tax advantageous way. Or maybe they were recently divorced or widowed and they are figuring out finances on their own for the first time in years.
We don’t have a rigid grid for how new clients engage our firm. Some people meet with us two times before they do business with us and others meet with us six or more times before they do business with us. I’ve been told I’m a patient person. I’m glad people think that about me, but I’m not always patient with myself. That’s another story though.
In our subsequent meetings with prospective clients, if we have a basis to continue meeting, we’ll make recommendations for how we can help you work towards your goals. A lot of people tell me that they have a financial planner or broker, but very few of them show me a written financial plan that their advisor has drafted for them.
When our clients engage us for comprehensive planning, we draft a financial plan, that illustrates your goals, potential challenges you may encounter in meeting your goals, the tax implications of your accounts, the advisable way to create sustainable income from your portfolio, and how to grow your money.
If you don’t have a plan in place and you’re relying on someone to always advise you, what happens if that person is no longer able to advise you? The point is not to be morbid, but the point I’m attempting to make is that our desire for our clients is for them to be empowered with as much understanding of their finances as they want to have. We want someone to be able to come behind our work and be able to understand the “why” of what we are doing.
If you would like to speak about what working with our firm may look like for you, please respond to this email or call our office at 864.641.7955.
Amelia did great with her dentist appointment, and you’ll do great too as long as you take the first few steps in the right direction.
We are a company setup to serve as many people as we can. We want to help you be successful!
Zig Ziglar used to say, “You can have everything in life you want, if you will just help other people get what they want.” We’re here to help you!
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