With so many changes to our everyday lives we’ve all had to adapt how we do pretty much everything. From the smaller things we took for granted like buying groceries or going to appointments, to bigger decisions like planning your financial future or selling/buying a house, there isn’t much that hasn’t changed, and this is no different for me.
As a Member Advisor, I’ve had to adjust how I work to both be accessible and provide great advice.
For one, there have obviously been less face to face meetings. When something has had to be done in-person, I’ve found myself doing whatever’s needed to accommodate you as best as I could. Just ask one of my Members who joined me to sign documents in the parking lot in the rain!
While I really miss the in-person interactions, I’ve used this situation as an opportunity to reach out to more of you by phone and email. I don’t do this to sell you on anything, but rather to listen, understand and empathize, and then provide advice and guidance on how you can move your financial life forward with your own best interests in mind.
But I can’t reach out to everyone all the time, I need you to come to me too. Like most people, you probably find it uncomfortable and stressful to ask for help, and that’s ok. All I can say is no question is too small or too stupid; there’s no need to be embarrassed if you’re in debt or you’re not asking million-dollar questions. I’m not here to judge, I’m here to help,..how can I help you?!
Like each and every one of my Members, you’re an individual with different life situations and goals, and I will continue to adapt to suit you. I believe that there’s a unique solution for every Member and every circumstance. If I can’t help, chances are I’m not doing my job right!
Copperfin has continued to support our Members through all this craziness in any way possible, so don’t hesitate to reach out. I’m committed to helping us figure this all out together.
Sharleen Huotari is a Copperfin Member Advisor in Thunder Bay, Ontario. She can be reached for advice at email@example.com or (807) 631-1494. Visit copperfin.ca/contactanadvisor for other advisors.