5 Myths About Meeting with a Financial Advisor

1. Myth: You can’t meet with an advisor until you’ve organized your finances.

   Reality: My job is to help you organize your financial present and financial future—you don’t need to feel organized before scheduling a meeting.

2. Myth: You don’t have enough money to talk with an advisor.

   Reality: I don’t charge for meetings or phone calls. My job is to help you plan for your financial future and grow your assets. I only get paid directly from your investment account(s) that I manage. You are never invoiced separately.

3. Myth: You’ve invested fine on your own so far, so you don’t need an advisor.

   Reality: My job is to find the best investments for your situation, run portfolio comparisons, help clear your blind spots, and improve your financial future—so your results are better than if you invest alone.

4. Myth: You can’t talk with an advisor because you feel embarrassed about how little you know about finances.  

   Reality: My job is to help you understand your financial situation and options in easy-to-understand terms. You don’t need to have existing knowledge about finances to start.

5. Myth: Your life is peaceful right now, so you can spend time preparing for your financial future later.

   Reality: My job is to help prepare you now so you can take control of your financial situation no matter your future circumstances. Many families have struggled after a forced retirement, unexpected disability, job loss, or the death of a loved one because they were never prepared for it to happen. If we plan together now the future will be easier.