Katie West’s Post

With interest rates and the cost of living remaining high, many Australian couples are feeling the strain of financial stress. Learn practical tips to navigate financial stress in your relationship and turn financial challenges into opportunities for growth.#personalfinance, #financialadviser, #financialadvisor, #finanicaladvice, #financialplanner, #financialplanning, #moneygoals, #financialfreedom, #HENRY, #FIRE, #moneyhacks, #moneymindset, #moneymindfulness

Working with a professional can help you both see your shared financial picture. Reach out so we can help. #NorthwesternMutual #NorthwesternMutualWestLA #WealthPlanning #WealthManagement #JohnCalvert #MultigenerationalWealth #EnduringLegacy #FinancialPlanning #RetirementPlanning #BusinessSuccessionPlanning

The Psychology of Love and Money 👉 👫 ❤️ 💵 Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and productive conversations around this sensitive topic? Lets find out: https://lnkd.in/eB7TYwcV #psychologyofmoney #relationships #finance

Is a trip down the aisle in your near future? Read about seven of the most important financial elements to consider when tying the knot. https://lnkd.in/gJV2sYEf

Getting married, or newly married? Here’s some key insights on how to fine tune your financial plan in the transition from single to married.

Is a trip down the aisle in your near future? Read about seven of the most important financial elements to consider when tying the knot. https://lnkd.in/gNYrVs_5

Is a trip down the aisle in your near future? Read about seven of the most important financial elements to consider when tying the knot. https://lnkd.in/dKFcMFDJ

These things can rob you of your financial peace of mind

🌟 Navigating Sensitive Financial Cases with Empathy and Expertise 🌟 In my career, I’ve had the privilege of working with many clients facing sensitive and complex financial situations. One such case highlights the importance of combining knowledge, professionalism, and empathy. A client in their 70s came to me during the final stages of a divorce that had been ongoing for several years. After 50 years of marriage, they were facing a significant life change. Despite having always lived a financially comfortable life, they had never been involved in managing the finances and very completely overwhelmed. Their solicitor provided various options, including an actuarial report detailing equalisation of a lump sum or income. We met several times to discuss what was truly important to them and what they envisioned for their financial future. Through detailed discussions and cash flow modelling, we were able to illustrate what their future could look like, providing them with peace of mind and security to make a decision impacting the rest of their lives. Together, we ensured that the next stage of their life would be under their control, empowering them with the knowledge and confidence to move forward. We meet regularly and this client is like a different person having taken control and can once again enjoy their life and retirement. This experience reinforced my belief that financial planning is not just about numbers; it’s about understanding and supporting people through some of the most challenging times in their lives. #FinancialPlanning #EmpathyInFinance #ClientSuccess #Professionalism #FinancialSecurity Active Chartered Financial Planners