I'm feeling super anxious about planning for my future and retirement etc. I could even use some career advise. I feel like I'm all over the place lately with my thoughts and ideas.

Has anyone here ever worked with a financial planner or life coach or some combination of the two? Did it actually help you? What was your experience like?

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We have a financial planner. It’s been helpful and gets us thinking of when and how to invest. Good luck!

Our credit union offers financial services for its patrons, you might want to start there for a consult?

I have worked with both. Life coach was helpful in making career plans and setting goals. Having concrete actions steps and a plan helped lessen my anxiety and stress. I found mine through my job benefits so felt I could trust them.

Financial planner needs to be one that has a fiduciary duty to you and responsible for helping you in your goals and not one of the ones that is just looking to make a commission on what they sell you. Mine has been helping me for 30 years so make sure they are someone you trust. Again, plans and achievable small steps help.

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