Why now is still a good time for a financial review

Wealth Wisdom Group

We help those who’ve made it keep it!

Who would have thought that video conferencing software such as Skype and Zoom would have become such an important part of life – and in fact a lifeline for many? It’s helped friends and families to keep in touch and enabled many businesses to keep running during challenging times.

Now, at the click of a button, we can invite you to a meeting from the comfort of your own home. We can make it interactive by sharing our screens to show you documents and charts, and we can record the session so we both have a copy of the meeting.

Of course, these meetings also save time because we’re not having to travel to see each other.

But the ‘Zoom revolution’ has also brought with it a new phenomenon.

The phrase ‘Zoom fatigue’ describes the feeling of being drained after too many virtual meetings, chats and quizzes. Psychologists explain that the added pressure of being seen on screen is what adds to this feeling of exhaustion. The strain of having to actively show through a small screen that we’re interested and alert can be very tiring (even if you are!).

It’s certainly true that face-to-face meetings are much more relaxed.

It’s an altogether more natural experience. There’s an emotional connection that happens without thinking about it. It’s easier to sense when someone needs to pause and reflect, and there are more comfortable silences. There’s also less chance of us talking over one another.

That’s why we’ll always be advocates of face-to-face interaction – and why we’re looking forward to seeing you again one day soon hopefully! But in the meantime, we want you to feel confident that your review meetings and catch ups with us – whether on the phone or via video – will still be just as effective as in person.

We understand what an uncertain and worrying time it will be for many and that now more than ever you’ll want to talk to someone in a relaxed a way as possible.

As ever, we’ll listen to your concerns and provide you with feedback and solutions based on your individual needs and priorities. We’ll also make every effort to make things clear and simple.

We’ll also invite you to participate comfortably in the conversation and ask us any number of questions – we really mean it when we say there’s no such thing as a silly question!

(And if you’d rather not be ‘seen’ on the video, then there’s always the option to switch off the camera.)

We hope this provides reassurance that now is still a good time for a financial review. By re-setting your financial plan at this point, we can put recent market performance and your longer-term financial plans into context. It will also give you the chance to pause, reflect and resettle your mind.

We look forward to speaking to you.