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  • Building Wealth

  • We like to think of building wealth as a journey. Before you embark on any trip, you make a plan for how you will get there. The same is true for building wealth through investments.

    That’s why we believe it’s important for many clients to begin with a clear, concise plan for achieving their objectives. Sometimes that might mean a comprehensive financial plan delivered by a CERTIFIED FINANCIAL PLANNERTM professional. Other times we might begin with an investment portfolio review. Your needs dictate the kind of discussion we have. However, the priority of any conversation we have with you is to clearly understand your objectives and ensure that we are helping you meet them.

    Prior to meeting with our financial advisors, here are a few important questions to ask yourself.

    What should I look for in an advisor who will help me construct my plan?
    Not every advisor is created equally. Some are proactive and forward-looking, while some may be satisfied to simply sell you something. To ensure that you get the most out of your discussion, here are a few questions you should ask a prospective advisor.
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    Do I understand my financial/investing style?
    This is the variable most often overlooked by clients. Self-awareness in terms of your personality, spending habits, risk tolerance, saving discipline, etc., can go a long way toward making the plan you create easier to execute. Make sure before you sign off on any financial plan or investment review that it accurately portrays your attitudes toward money. Here’s a quick breakdown of how that might look.
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    Are my goals clear? Have I evaluated both long- and short-term needs?
    Every plan should include clearly articulated objectives for both the near term and well into the future. Your advisor should help you evaluate your short-term priorities – things like home ownership or remodeling, trips, or major purchases. At the same, you’ll want to put those things in the context of your long-term goals like a college education or retirement. If you’ve never outlined your goals before, here’s a worksheet to get you started.
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