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.