Investing is Hard —Get Help from a Trusted Advisor
It is not enough for a professional to be right: An advisor’s job is to be helpful.
— David H. Maister, Professor
Some things are just too difficult or stressful to do on your own. Like a dietician or a personal trainer, a financial advisor can help set up the right plan for you, then monitor and motivate you so you end up with the results you want.
A good advisor provides four key benefits:
Competence: providing the critical things that help drive successful long-term outcomes, including planning, asset allocation, rebalancing, and working with other financial professionals.
Coaching: providing education and guidance through the emotions of investing, which can cause us to compromise long-term goals.
Convenience: delegating the complex and time-consuming work of investing and planning to your advisor.
Continuity: having someone who can help your loved ones if anything happens to you. Someone who knows your wishes and goals and can help preserve your legacy and protect those you care most about.
Remember, choosing a financial advisor is one of the most important decisions you can make.