The starting point of each client journey is some degree of uncertainty.
It can be prompted by the annual 13-page pension statement which purports to “explain” everything but leaves us “understanding” very little.
The discomfort of not knowing what something really means and not being able to find out easily often results in poor actions and outcomes.
Before solar eclipses were understood, they were the cause of real panic. Then we started to explain and predict them and now they are a tourist event.
For your personal finances the same holds – explanations and predictions turn discomfort to ease.
If you can’t explain and predict solar eclipses, you probably can’t understand your pension statement either.
But we do, and we usually turn uncertainty into surprise.