Make an informed decision when working with a Financial Advisor
When choosing a Financial Advisor it’s important to feel mutual trust and that the advisor really cares about you, your family and your financial future. It’s also very important to choose an advisor that is not limited to only the products of the single company that he or she works for. Instead the advisor should be unbiased and be working for you.
When it comes to investing the advisor should not be transaction based; meaning that whether you’re investing $50,000 or $1,000,000 the advisor should not be paid “up front” however instead should be compensated gradually over time by keeping you as a satisfied client. Your advisor should have their CFP (Certified Financial Planner) Designation.
I have my CFP (Certified Financial Planner) Designation which I have held in good standing since 2000 with Financial Planning Standards Council (FPSC). This can be confirmed at: https://www.credential.net/fb88999b-5ce1-456c-9b00-bc8966522c4b
How We Work Together
The first step is to have a short meeting that will allow me to show you what I provide for my clients and see if there is a fit between that and what you are looking for in an advisor.
If we both feel comfortable, then only at that point will we move forward to the second step which is to allow me to gather information to provide you with a Comprehensive Financial Plan.
The third step is to review the plan together and consider the appropriate products that suit your goals.