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The Importance of a Trusted Financial Advisor: When Life Throws You A Curve Ball

July 28, 2020

In December 2018, a week after I turned 50, I lost my husband to cancer.  Eleven months later, in November 2019, I lost my dog to cancer.  Four months later, in March 2020, my mom passed away after a long illness. 

Ok, I know, right now you are thinking “I’m glad I’m not her!”.  Trust me, I get it.  For a while, I didn’t want to be me either!  So, I’m writing this article to say that unfortunately, this could be you – maybe not this exact story, in this sequence, with this timing, but life happens and sometimes, the things that happen are very difficult.  Despite the control we all like to have on our lives, I learned very quickly that many things are beyond our control.

What you can control, however, is taking steps toward building a solid financial future.  Despite my personal losses, I am grateful for many things.  One of those things is the financial planning my late husband and I did with Mosaic, long before he was diagnosed with cancer.  Having a Financial Advisor helped us navigate toward the financial goals we had, and thankfully, allowed us to plan for the unexpected. 

I met with Chris Wasson in February 2019, a few months after losing my husband to review my financial picture.   Despite my knowledge of my investment accounts, I don’t remember any of the specific financial details we discussed during that meeting.  What I do remember is Chris being very positive, and letting me know he was in my corner. With the confidence from Chris, and his compassion and support, I had a feeling of relief at the conclusion of the meeting, that I don’t think I will ever forget. 

I have been a client of Mosaic Asset Partners for over twenty years.  I recently became an employee as well, due to the positive experience that I had as a client.   While many unknowns arose from my losses, I knew that financially, I would be secure, because of the financial planning my late husband and I had done.  I take great comfort in knowing that my trusted Financial Advisor will be looking out for me, while I continue to look out for myself.

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