VIDEO: A Candid Conversation on Financial Anxiety

by Leah Woodly & Dan Dorval

Dan and Leah discuss the origin of anxiety and how it shows up in financial planning scenarios. Dan and Leah provide valuable insight on how to avoid having anxiety and red flags to be aware of if you feel anxiety after speaking with your financial advisor.

This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.