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We believe your financial well-being is deeply connected to your overall well-being

We believe your financial well-being is deeply connected to your overall well-being

October 25, 2021

You’re smart. You’re savvy. You’re successful, engaged, well-rounded, and interested in the world around you. You also have GREAT ideas when it comes to your personal financial management.

You probably also have a lot of questions when it comes to your financial management. For example:

  • How much should you have saved -- and by when?
  • How much income are you going to need in retirement?
  • How will Medicare and Social Security affect your retirement?
  • What is your target rate of return right now -- and how does that change in the future?
  • What is your tolerance for risk right now -- and how does THAT change in the future?

Of course, you can do a lot of research on your own...and likely get some of the answers you need. So why in the world should you expend energy and time (and financial resources) to work with a financial advisor? After all, no one understands you and your financial needs like YOU do...right?

Sure. But here’s why it pays to invest in experienced advice and guidance when it comes to your financial strategy:

  • A good financial advisor knows the right questions to ask to get at the heart of your needs and worries.
  • A good financial advisor listens to your concerns and ideas, takes your thoughts and suggestions into consideration, and then incorporates financial research and years of experience. (After all, it is our JOB to stay on top of the markets so that you don’t have to.)
  • And, maybe most importantly, a good financial advisor helps you consider all of the variables that come into play when you have to make a decision.

I’ve been working recently with Stuart Albert, Professor Emeritus at Carlson School of Management. Stuart shared some fascinating information with me recently about the theory and the process of making decisions.

Making a decision isn’t just about MAKING A DECISION. Did you know that there are more than 15 variables to every single decision you make? There’s simply no way we can consider and evaluate every possible variable in every possible decision!

Having another mind in the game, another pair of ears listening, another set of eyes to evaluate and understand, broadens YOUR perspective. By default, having another person involved allows you to consider more variables and, thus, make better decisions.

My job as your advisor is to bring everything together so that you can see, and appreciate, the big picture of your financial life. When your portfolio of investments and your financial planning are in tandem, your whole financial picture comes together to serve your values and needs. And when you’ve got another set of eyes and ears on your side, you’ll start to feel more confident about making the best decisions possible. And that leads to peace of mind.

The confidence that comes knowing that you have someone with experience, empathy and compassion overseeing the big picture of your financial needs and goals (and looking out for your best interests) is priceless.

It is this engaging and thoughtful approach to your financial well-being that makes all the difference to how you move through the world.

That’s the value of working with a financial advisor.

Interested in learning more? Interested in discussing moving through the world in a new or different way? Let’s connect!