This is great and empowering. However, there are different investments, coverages and technologies that are not available direct to the client without an advisor. Why not meet for a complimentary consultation to see if there is room for improvement?
Fees and expenses matter. However, if there is value added or a benefit, those costs may be outweighed by the benefit. Let’s have that conversation. If you maintain and monitor your financial picture on your own, we can always create a comprehensive financial plan together, that you can implement.
This is a common concern. While I can’t create time for you, I can help aggregate all accounts and financial instruments into an easy to read concise picture with your personal financial website. Once we get organized, most aspects of your financial picture will update automatically. This can include employer retirement plans, IRA’s, bank accounts, insurances, credit cards, mortgages, etc.
My career has been entirely about trust and communication. With over 23 years experience, I hold myself to a Fiduciary standard and I have elevated my ethical and educational standards by earning and maintaining my CERTIFIED FINANCIAL PLANNER™ designation.
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