When an individual seeks out financial advice, they want to know that their planner has more than just the expertise needed to help them with the numbers. They also want to know that they can be fully understood without being judged and that their advisor walks the talk and knows what it’s like to track and manage cash flow. Today’s guest understands that desire and believes in practicing what she preaches to her clients.
Diane Dekanic is a professional fee-only financial planner who’s been in the business for twenty-five years. Diane is the president of Financial Health Management Inc. and has extensive experience dealing with clients in a range of financial circumstances, including expatriates and clients who have been downsized or are retiring. She’s also provided more than 8,000 workshops to date.
What You’ll Learn in This Episode:
Links and Resources:
Email Diane at: ddekanic@fhminc.ab.ca
Quotes from Diane:
“The client is using a very different part of their brain than I’m using, and I have to understand what that part of their brain requires to have a satisfying life.”
“My philosophy and my experience say if we can keep the tax man off the dinner table, then we need a lot less money to retire on.”
“When you’re fee-for-service, you only have so many hours in a day that you can bill, and so you really have to work at innovative ways to keep your costs down.”
Over the last twenty-five years, Diane has worked with a wide range of clients ‒ corporations and private clients, executives, expatriates, soon-to-be-retirees, people who have just been laid off, and everyone in between. This episode is full of her advice for running your own practice, and below we’re sharing three highlights from the show:
