Voted #1 Holistic School!
THE GRADUATE INSTITUTE
Masters & Planned 30-Credit Programs (6th Year Equivalent)
Holistic, Transformative & Experiential Education
2 year program – 1 weekend per month Programs Include:
Integrative Health & Healing Learning & Thinking
Consciousness Studies & Transpersonal Psychology Writing & Oral Traditions Organizational Leadership
Locations throughout Connecticut! (203) 874-4252 •
learn.edu What will ecome?
UB offers a variety of health science programs at the graduate and professional level, with an emphasis in wellness and disease prevention, including:
human nutrition* acupuncture/tcm naturopathic medicine chiropractic physician assistant dental hygiene doctor of health sciences* * Online Option
bridgeport.edu/hs 24 Natural Nutmeg - May/June 2019
• If investment management is part of the services you will receive, understand
• Whether a custodian is used and, if so, which one • What custodial fees you may need to pay
• Whether the advisor and custodian have the experi- ence and infrastructure to accommodate and/or adjust your existing investments
• Ask for at least 3 client references and speak with each person
• Before reaching out, verify how the advisor came to work with the clients
• Ask the references to confi rm how the relationship came about, how it’s been for them, and both if and why they’d refer the CFP®
Step 3: Commit When you decide to be part of an exclusive relationship,
you need to let some people know you’re starting a new chapter. When I knew that relationships in my life needed to change and I struggled with initiating the changes, Mom was there, offering advice. As a Latin teacher, she would patiently remind me: “Caro- line – you need to do what’s best for you. Have the courage to do it. Carpe Diem!”
Give yourself permission to acknowledge that whomever you
have let into your fi nancial life to date has served a purpose. If you’ve followed these steps that I’ve outlined, take comfort and confi dence in the fact that you know what you need and you have found the right partner. You have identifi ed a CFP®
who gets you
and has the experience and personality to provide you relevant fi nancial perspective as you navigate life’s inevitable uncertainties going forward.
A CFP® who deserves your business will guide you through
the specifi c steps necessary for you to transition to her care. Your departure from your current advisor and fi rm to your new CFP® will look different from other people, depending on the terms of your agreement with your existing advisor. It may be as simple as you signing a couple of forms with your new CFP®
. The point here is that once you’ve made the decision to be
true to yourself and your needs, own it and move forward. Com- mit to your fi nancial future and sleep more peacefully at night.
Caroline Wetzel is one of Natural Nutmeg’s 10Best Winners for Business/Life Coach. Caroline is a Certi- fi ed Financial PlannerTM
(CFP®) and Vice President,
Private Wealth Advisor with Procyon Private Wealth Partners, LLC. Procyon Private Wealth Partners, LLC and Procyon Institutional Partners, LLC (col-
lectively "Procyon Partners") are registered investment advisors with the U.S. Securities and Exchange Commission (“SEC”). This article is provided for informational purposes only and for the intended recipient[s] only. This article may also include opinions and forward-looking statements which may not come to pass. Information is at a point in time and subject to change. Procyon Partners does not provide tax or legal advice. See ad on page 27.
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