Have you tried to teach someone something that you love?  Maybe your son or daughter, or even your wife or husband?  How successful are you?

We just got back from our first family-of-5-on-a-plane-vacation in Utah.  As soon as we woke up, my husband took our 4-year old daughter out on skis in advance of her first ski lesson.  After a no answer phone call from me, they returned to the hotel with her hysterical and my husband regretting pre-paying for ski school.  I’m sure you can feel his emotions at that moment – disheartened, frustrated, over-thinking what went wrong and how to fix it as soon as possible.

It’s my job to find relatable parallels to my scope of services, and this is no exception.  Even if you know exactly how to manage your finances, plan for retirement, estimate funding a college education, budget for your next significant expenditure, read up on new tax regulations, or invest for the long-term, isn’t it best heard from someone else?  Wouldn’t you rather blame me versus someone that you love?  Having a partner in your corner who isn’t emotionally involved in the situation will help you prevail.

Whether you use terms such as “pizza” or “french fry” when teaching your little ones to ski, or have confidence in your investment allocation to emerging markets versus global fixed income, sometimes the best advice is heard from someone outside of the four walls of your home.  Hopefully you’re already well-taken care of in this arena, but if not, you know how to contact me.

Oh, and if anyone was wondering, learning how to ski was contingent on our marriage, and yes, I had to outsource that to a professional 😉.