It is not always about calculating the numbers and trading stocks. We have found that some issues do not surface without more in-depth conversations.

Being human is important to us. As the world turns towards chatbots and robotic relationships, we focus on non-automated financial planning because we’re all humans at our core. 

Jill was having difficulty talking about money and financial contributions with her new husband, after being divorced and on her own for over 15 years. Jill did not want to disrupt her new marriage with what she viewed as a difficult discussion, but she did not want to elaborate further. In a unique collaboration with a therapist, we uncovered that the client had a sick family member in assisted living in another state that was creating a substantial financial burden and issues with her siblings, driving her hesitation and fear of communicating about money with us or her husband.

If the long-term goal is to support healthy long-term habits that will create financial wellness, we need to get to the underlying issues that are contributing to behaviors that are causing stress and not allowing the client to be transparent about what’s really going on.

How ProCore Advisors can help

Here are some of the ways we guide you in making critical decisions and taking control of your finances:

• Devote the time and effort to understanding your relationship around money.
• Have difficult conversations and engage the issues.
• Help prepare for setbacks and disappointments.
• We keep things as simple as possible.