Episode 27: Navigating Financial Storms

What if your financial advisor truly understood your life—not just your money? In this episode of Sterling Insights, Roger sits down with Melissa Bouchillon, Co-Founder of SoundView Wealth Advisors and a Certified Financial Planner with over 20 years of experience. Together, they explore the power of holistic financial planning, sharing valuable insights and practical tips for building lasting wealth across generations. Melissa draws from her extensive background in both education and finance to discuss the pitfalls of product-driven advice, the need for planning that evolves, and how trust transforms financial relationships, offering actionable guidance for families, professionals, and business owners. This episode is a must-listen for anyone looking to align their finances with their values—whether you're planning retirement, building wealth, or guiding your family through transitions.   Key Takeaways: ● 📊 Planning Over Products: True financial success is built on evolving plans—not one-size-fits-all investment products. ● 👩‍👧‍👦 Multi-Generational Focus: Helping families across generations requires communication, empathy, and tailored strategies for each life stage. ● 🧠 Mindset Matters: Education, psychology, and behavioral insight are crucial to helping clients make better long-term decisions. ● 💬 Team-Based Support: SoundView’s team model ensures that clients are never left waiting—someone always knows their story. ● 🧰 Preparedness Beats Prediction: With no crystal ball for the market, SoundView builds portfolios that can weather 3–10 years of downturns without panic selling.   Quotes from Melissa Bouchillon: ● "If you just do the right thing for people, take the time to get to know them and truly help them, the word gets out." ● "I'm not a magician—if you're spending too much, something’s got to give." ● "That financial plan isn’t something you set and forget. It’s a living, breathing tool to guide every decision you make."   🔗 Conclusion: Melissa reminds us that great financial advice isn't about outperforming the market—it's about helping people live better lives with confidence, clarity, and care.   Connect with Melissa: Sound View Wealth Advisors website: https://www.svadvice.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices