• Shelby Green

3 Tips on how to get the most out of your session with a Financial Representative

Updated: May 7, 2020

Not only is time, money; but it’s one of the most important factors in the trajectory of creating financial well-being. How much time you spend on your finances, and how early in your life you start, can make a world of difference. 

Time is also one of the most precious resources we have, so it’s important to honour and protect it as such. And if you’re like most nurses, there never seems to be enough of it, so it’s important to help you maximize its potential. 

That being said, when you finally decide to take that step to stand up for your financial health and book a meeting with a Financial Representative, there’s a few strategies you can use to maximize your time with them.

I want you to have the best start possible when you begin your journey to map out your financial future. So, here’s a few tips to help you get the most out of a session with a financial representative:

1. Know what you want in life financially, personally, and professionally

Take some time to reflect on what it is you truly want out of life. What is the life you want to live? What does living your best life look like? Name it, envision it, make it tangible.

I know sometimes there can be a lot of anxiety, apprehension, or even fear that may come up in people when they are asked to think about their future. It can feel daunting, and for some the avoidance is rooted in the fear of hoping for something, for the possibility of not achieving it may be too much to bear.

But I challenge you to push past whatever fear or resistance you may feel, and create a conservative vision for your future. Here are some specific things to think about: 


What kind of lifestyle do you want? Do you want to take trips? If yes, how frequently?What kind of car do you want to drive? What kind of house do you want to live in? How many meals per week do you want to have at a restaurant?

Marriage & Kids:

●     Are you/do you want to get Married?

●     If yes, do you want to have kids? How many kids?


●     What do you want out of retirement?

●     What do you want your lifestyle to be when you retire?

●     At what age do you want to retire?

Financial Goals:

●     What are your financial goals?

●     How much do you want to make in a year?

●     How much do you want to have in your savings?

2. Understand your current financial situation

The first step to financial well-being is awareness. Be up to date on how much money you have currently, where it comes from, and where it’s going. 

●     How much money do you have right now in your bank account(s)?

●     How much do you have in savings?

●     How much money do you have in investments?

●     What are your benefits from work? What do they cover?

●     How much are you earning?

●     How much are your expenses?

●     How much are you spending on top of your basic expenses, and on what?

3. Be honest

Don’t be embarrassed about your finances. So many people carry deep shame about their financial situations. Remember that shame is not a productive emotion for your well-being (financial or otherwise). Shame holds you back, prevents you from moving forward, and robs you of your possibilities.

People in this industry have seen everything. Trust me, you are not being judged - we have seen it all. And most things people feel embarrassed about, are much to most people’s surprise, incredibly and absolutely normal. So do yourself a favor and leave your shame at the door when you come to meet with your financial representative.

The more honest you are with your financial representative, the more they will be able to help you, and the better off you will be.

So, there it is folks! 3 big tips on how to get the most out of your meeting with a financial representative. Please take the information in this article and share it with a friend if you found it helpful. My mission is to support people (and especially nurses) achieve financial well-being. If you found this information helpful, please let me know! 

You can follow me on Linkedin or Instagram to stay in touch.

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