Financial terminology can pull attention away from the reason you started the conversation.
How do I bring the conversation back?
Bring it back to your responsibilities, priorities and what you want to understand.
What if an explanation is unclear?
If an explanation is unclear, ask for a plain-language version.
Can I take time before deciding?
Yes. It is reasonable to take time to review written information before deciding.
Key takeaway: keep coming back to the people and priorities that started the conversation, and ask for plain language whenever you need it.
Start with what matters to you
Read how Angie approaches these conversations, then send a message when you’re ready.
