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Retirement Planning > Spending in Retirement > Income Planning

How to Build a Support Network

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If a client needs a type of support that you can’t provide, will you be ready with a referral? Consider e-mailing your colleagues and friends to solicit their recommendations for such sources of support as therapists, coaches, debt counseling organizations or counselors, eldercare and Medicare specialists, grief groups, spiritual and community support activities, and support groups for job-hunters.

Take time to interview at least some of these practitioners. It’s well worth the effort in order to have a high-quality resource kit available to clients (and colleagues or friends) who are hurting during these uncertain times.