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Don't Worry, Your Financial Advisor Won't Kill Your Fun

Don't Worry, Your Financial Advisor Won't Kill Your Fun

June 30, 2023

When you think of a financial advisor, do you imagine a stern-faced person who takes away all your enjoyment in life? It's time to put that stereotype to bed. Financial advisors are here to help you live your best life, not hamper it. It's true that they want you to save money and plan for your future, but that doesn't mean they'll leave you high and dry when it comes to having a good time.

Let's dive into why your financial advisor won't kill your fun.


They Want You to Enjoy the Present

Financial advisors understand that life is meant to be enjoyed, not just slaved away for some distant retirement. They'll help you create a plan that takes into account your current lifestyle and goals. It's all about finding a balance between saving for the future and enjoying the present. Maybe you want to take a dream vacation, or splurge on a new car – your advisor can help you make those decisions in a financially responsible way.

They Can Help You Budget for Fun

Some people think that hiring a financial advisor means saying goodbye to fun forever. But that couldn't be further from the truth. In fact, your advisor can help you budget for fun activities and expenses. They'll work with you to determine what's important to you and prioritize those things. Maybe you are a “foodie” – your advisor can help you create a budget that allows you to indulge in that hobby without breaking the bank. Hobbies and your passions are what keep us all going and motivated.  Your advisor is not going to take this away; quite the opposite.  Life balance is the key to a successful financial plan!

The best part is that then you’re able to enjoy spending without that little voice often nagging at you, wondering if you can actually afford it!

They Know the Value of Experiences

Financial advisors aren't just concerned with your financial portfolio – they care about your overall well-being. They know that experiences and memories are just as important as financial assets. That's why your advisor will encourage you to take time for experiences that matter to you. Whether it's traveling the world, learning a new skill, or simply spending time with loved ones, your advisor wants to help you make those things happen.

They also know that these experiences often lead to a happier retirement. Finding new hobbies and experiencing new things will give you more insight into how you want to spend your free time – and that helps us budget the funds you’ll need.


If you're worried that a financial advisor will put a damper on your fun, it's time to put that misconception to rest. Financial advisors are here to help you achieve your goals, whether they involve saving for retirement or splurging on a once-in-a-lifetime experience. By working with a financial advisor, you can find a balance between saving for the future and living in the present. So go ahead and plan that dream vacation or buy that new gadget – your advisor will be there to help you make it happen.