Investments

When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.

What’s The Difference?

When I first start talking to a new client, I often discover that they have a financial plan. At some point in the past, they worked with a financial planner who helped them build a plan that was probably a good one for their needs at that time. But then… The plan sat on the shelf. The details of the plan were not fully executed.