Our team met with a client today to go over her financial plan. Her customized goal plan showed that she was saving far above what was necessary…even based on the “worst-case” scenarios we mapped out.
It all went great and at the end she said, “I’m surprised. Most financial advisers would have just told me to invest every extra dollar I have. Thanks for being honest!”
This comment unfortunately speaks to the expectation for the financial services industry. It’s a sales based mentality!
Goals first, an investment strategy to match and a plan to stay on track. It's that simple!