Post # 1
i have a huge favor to ask any of those willing to participate!
would you mind answering back in regards to some of these questions?! i know theyre lame but my husbands company is going to become a vendor & have booths at bridal fairs (starting with Twin Cities Bridal Association) and so he asked me if i could ask you ladies to help out if you dont mind… thanks so much if you decide to answer!
he is hoping to survey some past/current brides/grooms and get their opinion about being contacted by a financial planner.
· What is the best way to contact? Phone, email, snail mail?
– Should it look like wedding stuff or totally different?
– Before the wedding or after?
· Would it stress you out or help you out to work with a financial planner to think about future plans?
· Would it make you feel better about being contacted by a planner if they are a registered member of the TC Bridal Association?
not sure this is posted in the right area – if a moderator knows of something better, feel free to switch it up! thank you!
thanks so much for your help!
Post # 3
- Wedding: September 2013 - B&B
I voted via phone…. I know I am in the majority, but emails can get deleted sooo easily. I know many people feel phone is intrusive, but if they can leave a message saying who they are, that might make a difference. I have a totally different perspective, I think, because I had a phone job hahaha. Email I might feel like its spam, phone call could still be ignored but a friendly voice leaving a message or just starting out by saying they could send more information via email would be my preference.
Seeing as how finances are one of the biggest reasons that people get divorced, I think its an important part of wedding planning!!!
Post # 4
Sometimes the last thing you want is someone calling you about money when you may be stressed about it currently. An email you can save to read in a few days, hours, or minutes, ya know?
I think it’s a good idea to talk finances before marriage. 100% good idea.
Post # 5
I think this is a great idea! We are in the process of looking for a financial planner right now–it’s part of our pre-marriage to-do’s. So I would be all for it!
I would strongly prefer email, myself. I hate, hate, hate unsolicited phone calls. I can basically guarantee I would not call back someone who phoned me. And I don’t think it would help to mention being a member of a bridal group–I’m more worried about their financial planning experience, not their dealing-with-brides experience.
Post # 6
If I were in need of financial assistance (which I am not, thanks to FI being a CPA -though he isn’t using that right now in his current job, he’s still keeping it up to date- and having a minor in business finances) I would want to be contacted by email, after the wedding, and it would stress me out (I don’t like dealing with numbers, I leave that to FI).
Email – Because I hate talking on the phone, and if you contact me at a time I am busy, I can reply when I am free. I don’t need instant communication.
After the wedding – Maybe it is just because I’m in the 30-odd days left period and I am feeling super stressed about the wedding, but this just would not be the time to contact me. I would rather be contacted after the wedding-stress was over.
Stress me out- I really hate talking to people about money. That is just how I am. I’m very good at managing my bills and my money, but I hate talking to people about it and I am very very slow at learning the lingo… most of the time I just nod and pretend I understand. Whatever FI tells me I need to do, I’ll do… I try to understand why I need to do it, but most of the time I fail at this and it just stresses me out trying to crunch numbers. That is best left to FI.
Post # 7
thank you ladies! so much!
& it sounds like i am in the same boat as you 😉 i always tell DH its great that hes the know it all in this department because numbers and money stress me out to the max, im not sure id ever sit down and discuss everything out with an advisor!
@howsweetitis: THAT. IS. AWESOME! ive learned how important it is and how many people blow it off. props to you and fi FOR SURE!!! & my husband can always help you even tho he lives in a different state 🙂 (even if a phone call to help you find someone in NYC)