- Everyone needs financial planning (yes, I’m biased).
- Everyone deserves conflict-free financial advice.
- Ongoing financial planning and a solid investment strategy are critical for long-term financial security.
I believe your advisor should…
- First and foremost, be a fiduciary.
- Disclose all potential conflicts of interest.
- Always make recommendations that are in your best interest.
- Be transparent about fees.
- Partner with you to help you achieve your financial goals.
- Tell you the truth (even if it’s not what you want to hear).
- Help you live your brightest life.