When people ask me what industry I am in, the easiest answer is “finance.” But I’ve come to realize that wealth management is a side product of my true job: building relationships. Each time I work with a client, I am reminded of how the only way to create a relevant, personalized, and performing portfolio is to understand the client – understand their goals, their concerns, and their expectations. Without taking these unique considerations into account, your financial plan is not going to be useful to you. As much as I enjoy the nuts and bolts of investing and creating portfolios, it is the “getting to know and understand you” part of this business that I enjoy the most.
Let’s be honest – finances are stressful. They are complicated. The financial sector is a multi-billion dollar industry with plenty of intricacies. However, your focus is your business and your family, not navigating financial details. As a husband, father, and business owner, I understand how financial decisions become more complex as your time becomes more limited. I also understand the stress these competing interests can put on you and the important relationships in your life. You know it’s a good idea to utilize a professional to help with the financial aspect of your life, but between brokers, wealth management firms, robo-advisors, etc., how do you choose? Make it easy on yourself - choose the firm that understands you best. That may seem like a strange way to approach retirement and wealth succession, but the truth is your money won’t work for you unless it is designed to work for you. A well-rounded portfolio isn’t just about having the highest ROI, it’s about having the ROI that works best for your life and goals.