Are you happy with your current financial professional?
Have they met with you to discuss how recent market fluctuations could affect your financial plans? When was the last time the two of you sat down to really discuss goals?
It’s imperative to re-visit financial plans often to make sure they’re in line with changes in the market, your life, your financial situation and/or your goals. If you feel your current plan may be out of date, you’re not alone.
Maybe it’s time for a change.
I work with a select group of clients with whom I have built trusted personal relationships. My commitment to their financial well-being is strong. They know I’ll be there when they have questions or concerns. They know I’m available, knowledgeable, and proactive.
In today’s economy, a good financial professional should do more than merely “check-up” on a client every now and then. You need someone who will actively monitor your plan, someone who listens when you tell your story, someone who provides leadership at the right time.
If you feel your portfolio could use a little more care and attention, please reach out. I hope to hear from you soon.
Is it time for a change?
November 17, 2022