The truth is, I donÆt think everyone needs a financial advisor. In my limited time in the industry, here are some of the reasons I think working with a financial advisor might be a good idea.
Knowing the educational scope of a specific designation will help you feel comfortable that the financial advisor you are working with has the knowledge and experience to help you pursue your goals.
I went to the Business Record’s 90 Ideas in 90 Minutes Event. Nine people were given the opportunity to speak. They shared up to ten of their best ideas for life and leadership. I’ve compiled my Top Nine list in alphabetical order.
We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.
We all will go through life seasons, and, with that, our ability to invest and what that ‘investment’ looks like will be different. No matter what season you’re in, don’t let it stop you from investing in something you care about.