You lead a busy life. While you are confident you could go through and learn all the ins and outs of your financial life, you’d rather spend that time with your family, volunteering in your local community, or working on your growing career. Which is why you’re looking for someone to come alongside and guide you.
To you, money is not the end goal; it’s only a tool. You’re more focused on your daughter’s upcoming dance performance than last quarter’s investment performance. Your neighbor’s loss of their spouse means more than the loss of an analyst’s favorable rating on that stock.
For those looking to have a great and meaningful conversation about more than just your money, we’re here for you.
BEING A FIDUCIARY
What is a Fiduciary and does it matter?
It is important to note that not all financial professionals, or those calling themselves advisors or planners, are required to act as a fiduciary for their clients. Individuals often assume their advisor is a fiduciary when that may not be the case. Remember that it’s always okay to ask!