Helping Clients Connect Their Resources to Their Values
Working with clients to help them build their resources and connect their money to their values is one of the most fulfilling parts of my job. Although a career as a financial advisor was not initially on my radar, I love this work and working at Healy Group.
At Healy Group, we are continuously encouraged to work as a team, have fun, and do our best for clients.
It is wonderful to be part of such a great work culture, where we all work together to serve our clients’ best interests. When needed, I can rely on my co-workers’ expertise to assist my clients with home and auto insurance, individual and senior health benefits, and mortgage assistance.
We are here for each other, too---whether that be someone accomplishing their personal work development goals, helping one another move into a new home, bringing meals to a colleague after surgery, sharing the joy of our pets by bringing them into the office on occasion, celebrating marriages and new babies, providing support when family member’s die, or asking one another to pray for a friend or family member in need.
And we have fun. Friday afternoon nerf gun wars, Friday lunches, Halloween costume contests, pizza parties are just a few of the ways we have fun together. Serving one another and making life better by having fun and caring for each other, creates a culture that makes walking into the office a joy each morning.
Discovering My Clients’ Values
An important and uplifting part of my job is helping my clients connect their money with their values. To open the conversation, Healy Financial advisors engage in a process we call the “philosophy of money conversation.”
In my role, I have the opportunity to ask a lot of questions as I get to know my clients. Everyone has a story and everyone has different desires for how they want to use their money. Some might want to use their money to fund business centers, which are good for the economy; or physicians may want to continue working so they can use their skills in third-world countries; or some want to adopt a child; or others may want to help people living in Haiti or another developing country. Whatever a client’s desire or wish may be, I have the privilege of working with them to make it a reality.
After learning my clients’ desires, I begin to put the puzzle pieces together. I work with them to formulate strategies to use their resources to build a solid foundation, so they can put their desires in motion.
Supporting My Clients in Their Vocations
I have an interesting array of clients in different professions, which is a real joy to me. I work with several widows. My clients, who are widows, want to learn how to understand and manage with their finances, now that they are in a new role. It’s very touching to walk with someone in this huge transition. I can say to them, “I’m here. I know where your assets are. I’ll help you, and I have an open door.”
I also work with a lot of physicians. I have a particular admiration for some of the women physicians I serve as I was initially considering being a physician: the many roles of spouse, mother, physician at the hospital can be a lot! They experience a strong tie to their work like I do to mine. I feel blessed to be able to support them in their vocation, especially during this time of the pandemic.
I’m fortunate to have an array of clients, who come with a variety of life experiences, span all ages, and have different goals and values. They provide a lot of interesting opportunities for learning and working on different creative strategies. I don’t get stuck in a formula. It’s a lot of fun.
While I don’t know what the future will bring, the more I can do for my clients and the more clients I can do this for will be a real privilege. What I love most about what I do is hearing my clients’ stories and seeing God working in all these people and my colleagues.
Ready to start the conversation? Let’s Talk.
About the Author
A lifelong resident of South Bend, Christin Rose, CFP, graduated from Trinity School at Greenlawn and St. Mary’s College. Christin's greatest joy is working face-to-face with clients. She appreciates being able to help them reflect on the larger picture of their finances and how it connects to their life goals. She enjoys teaching financial strategies so her clients can make well-informed choices that help them attain what they want from their financial life.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Christin Rose is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. Securities and Investment Advisory services offered through Securian Financial Services Inc. member FINRA/SIPC. Healy Financial is independently owned and operated. 17535 Generations Drive South Bend IN 46635. 4691250 DOFU 4/2022