Do You Need a Financial BFF?

Do You Need a Financial BFF?

Do You Need a Financial BFF?

How do you even know if you need a Financial Bestie?

 

Let me tell you up front – action is required 😊

Grey’s Anatomy… do you know it?

Hope so.

I Hope Please GIF

 

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There were two main characters, Meredith and Christina, who were best friends. (Christina is no longer on the show, but I digress.)

I’m definitely a Grey’s Anatomy fan because of Meredith and Christina’s relationship.

Meredith called Christina her “person” (versus her BFF or bestie).

Most adults have a “person.”

There is someone out there…. He/She/They know your secrets, can finish your sentences, and will meet someone in a dark alley if they hurt you.

Now that you know who that person is, let’s get to the action.

 

 

Action Step (1) – Say or write this person’s name.

Question: Can you trust this person with your money?

Ohhhhhh…. did you pause for a sec?

If you didn’t, your “person” might make for a great financial BFF, or what we call at the FIIRM Approach – Financial Fill-in.

If you did pause, well, then maybe not.

What’s important to note is that you are now aware if your “person” can also be your Financial Fill-in.

How do you know if you actually need one anyway? Here’s a quick hit list.

 

Here are the Top 5 People Who Need a Financial BFF:

  1.     You have minor children.
  2.     You are single.
  3.     You are primarily responsible for managing the household finances.
  4.     You own assets or owe debt.
  5.     You don’t have life insurance.

It doesn’t matter if you fall into 1 category or all 5.

Preparation is the key when it comes to finances, and this is one of the moments where you get to show up in a big way for your family.

Plus, whether you realize it or not, you’ve begun the preparation just by doing Action Step 1.

I want you to find your Financial Fill-In (Financial BFF) ASAP.

 

Action Step (2): Determine if “your person” can actually be your financial fill-in.

WHY: You’ve always wanted to duplicate yourself. Here’s your chance. 😊

A few qualifiers to help:

  •   You can depend on them.
  •   You can trust them with your sensitive information.
  •   They trust you.

IF there is ever a situation where you are temporarily unable to handle your normal family CFO duties, you need someone else to step-in — however, they have to be willing AND able.

While you have to be able to trust them, they also need to trust that you are not putting them in some precarious situation.

 

Action Step (3) Get your free printable worksheet!

Click HERE and get the details you need to select your financial fill-in ASAP.

 

Action Step (4) – Empower Your Financial Fill-In. 

At the very least, you have to tell them that they’re YOUR PERSON! You don’t have to have the conversation today. I’ll give you until Friday. 😊

Want more goodies like this? Then join the FIIRM Hero Newsletter Community. Only FIIRM Heroes get more help selecting their Financial Fill-In… (I’m just saying.)

 

Nikki Tucker

Nikki Tucker

Founder & Managing Director

 

Nikki is a 16-year financial services professional, a Certified Divorce Financial Analyst ®, and the primary divorce financial strategist for The FIIRM Approach. She helps female breadwinners prepare for divorce to avoid common financial mistakes and confidently maintain their financial security. She uses proven strategies within the FIIRM Approach methodology so her clients can manage their money, debt, and credit in their new financial life. TAKE ACTION & LEARN about the tools that can help make your new money life easier. Grab your FREE Ultimate Resource Guide HERE. 

What We Can Learn From Meghan Markle

What We Can Learn From Meghan Markle

What We Can Learn From Meghan Markle

 

Quotes & Lessons from the CBS Interview

 

It’s somewhat ironic that the 2021 theme for International Women’s Day is “Choose to Challenge.”

Watching the recent CBS interview with Meghan Markle & Prince Harry confirmed what you may already know – We are more alike than we are different.

The idea of Choose to Challenge is about making a conscious decision to challenge traditional stereotypes, biases, and inequalities, as well as gendered norms, assumptions, and standards.

Their interview was an example of challenging the longstanding tradition of not going against “The Palace”, “The Firm”, “The Institution”…*insert proper name*.

 

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Look, I’m definitely not a citizen of the U.K. or The Commonwealth, but I love “The Crown”, Idris Elba, Fortnum and Mason, and Hazelnut Shortbread cookies (biscuits). And I’m definitely #TeamMeghan & #TeamHarry, sooo… here we are.

Watching the interview connected so deeply with me because I know so many women who are in Meghan’s shoes. Not Royal shoes, but HER shoes.

Have we come a long way?

Of course.

Women have the right to vote.

Women no longer need their father, husband, or son to sign their name on the dotted line just for them to get a bank loan.

But do women still end up on the crappy end of the stick when it comes to a lot of things (divorce, child rearing responsibilities, pay equity, etc)?

Absolutely!

Assuming a person of privilege can’t suffer racism or being accused of lying about suicidal thoughts is HARD enough stuff to deal with privately, but PUBLICLY… Jesus take the wheel!!

As we continue to seek ways to own our power and have our voices heard, I wanted to share some of my takeaways from the interview.

 

Quotes from the Meghan Markle & Prince Harry Oprah Interview

 

“Just being able to live authentically” (Meghan Markle)

Life is short. Is that too much to ask?

Sometimes.

Do what makes you happy anyway.

We hear this message from women of all ages, economic status, race, ethnicity, and various backgrounds too often for it not to have value.

You will be ridiculed, undermined, and underappreciated by some, but you will also be respected, loved, and admired by others.

Just do you.

 

“When the perception & the reality are two different things…”

It’s hard to get people to understand a truth that differs from their reality, from their perception.

We are often judged by the experiences and perceptions of others instead of the actual reality we live.

Think about it — there are still people that believe the earth is flat 🙂

One of the most important opportunities we have is that it’s ok to tell our truth and remove the burden of trying to convince people that it’s true.

It’s their choice to believe or support, just like it’s yours to live your truth.

 

“If you love me, you don’t need to hate her, and if you love her, you don’t need to hate me.”

Now let’s switch these pronouns a bit.

Change “her” to “him.”

Now stand on the mountaintop and scream this to your family and friends. The love they have for each of you is not mutually exclusive, and just because you are going through a divorce, doesn’t mean that your family and friends have to pick sides (even if they feel they need to do so).

While this often happens, sometimes just repeating Meghan’s quote to them may open their eyes that this doesn’t have to be the case.

 

5 Lessons/Reminders from the Meghan Markle & Prince Harry Oprah Interview

  1. Be prepared for truths to get twisted.
  2. Yes, it’s possible to feel lonely when you don’t feel free.
  3. You can share your truth without being disparaging to others.
  4. Admitting that you need help is a sign of courage, not weakness.
  5. You can have “space” in a relationship with a family member, but yet still have deep love and empathy for them. (Family may be everything but so is your peace of mind)
Nikki Tucker

Nikki Tucker

Founder & Managing Director

 

Nikki is a 16-year financial services professional, a Certified Divorce Financial Analyst ®, and the primary divorce financial strategist for The FIIRM Approach. She helps female breadwinners prepare for divorce to avoid common financial mistakes and confidently maintain their financial security. She uses proven strategies within the FIIRM Approach methodology so her clients can manage their money, debt, and credit in their new financial life. TAKE ACTION & LEARN about the tools that can help make your new money life easier. Grab your FREE Ultimate Resource Guide HERE. 

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