Core Values of a Good Financial Advisor
Organization: I will help bring order to your financial life, by assisting you in getting your financial house in order. This will take place through multiple conversations about big picture areas including investments, insurance, estate, taxes, etc., and also the detailed level of household cash flow and budgets.
Accountability: I will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
Objectivity: You gain insight from an expert who will help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any potential conflicts of interest.
Proactive: With years of knowledge and experience I am able to plan ahead for your life transitions and help you be financially prepared for them. Through collaborative efforts, as you update me about any potential life transitions that might be coming I create the action plan necessary to address and manage them ahead of time.
Education: Explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
Partnership: I attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible. This is accomplished by taking the time to clearly understand your background, philosophy, needs and objectives, working collaboratively with you, your CPA and attorney on your behalf (with your permission), and providing transparency around my own costs and compensation.