Surprising Clients

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!  

Best,

Josh