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Why Meet with an Advisor?
You’re undergoing or planning a big life change, such as getting married or divorced, a new job, having a baby, buying a house, taking care of aging parents, or starting a business.
Your investments have grown or your financial life has gained complexity beyond what a Robo-advisor or online advisor can handle.
You want to meet with someone in person and are willing to pay more to do so.
Here’s what to expect from a traditional advisor:
- Meeting in person at a local office.
- The advisor will provide holistic planning and assistance to help you achieve financial goals.
- You’ll have in-depth conversations about your finances, short- and long-term goals, existing investments, and tolerance for investment risk, among other topics.
- Your advisor will work with you to create a plan tailored to your needs: retirement planning, investment help, insurance coverage, etc.
Hire an advisor you’ll be comfortable working with and, of course, one who’s qualified — ideally a CFP or CRC and a fiduciary, meaning they are required to put your interests first.
Ready to take the next step? Schedule an appointment with Craig today!
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Weyenberg Financial LLC