15 Jul The Perfect Match
How do you know when you found the right one?
The right financial advisor?
Over the years, I’ve learned that when you know, you know.
You know when s/he shares the same visions about the future. You know when s/he shares the same philosophy about family, life, money, goals, and dreams. Your financial advisor listens to you and truly takes the time to understand your needs and concerns. They always have your best interest in mind. They should put your mind at ease. When the market is choppy, they should bring you a sense of calm, all the while keeping your financial plans on track.
Do you have the right one?