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You have limited numbers of decisions that you can make in a day and most of them get used during the course of your day job. It’s no wonder then, that when it comes to your personal finances things can get a little overwhelming.

I see it all the time, people come to me because they are scared they will make a mistake related to a specific financial issue their weighing like what to do with stock options, their budget, their taxes or whether they have enough to retire one day.  But then they get overwhelmed.  It’s easy to get hamstrung by financial decisions you have to make.  

As a result, often people end up not taking any action at all. What good is creating goals for yourself if you don’t have a plan to stick to it?

To help you move past some of these financial fears I want to help you better understand how a financial advisor can help.  When you work with a financial advisor who is a fiduciary they will help you be more effective with your finances in five ways:

  1. Help you evaluate and rank your goals
  2. Bring to light things you may not have realized were a priority
  3. Provide analysis on your current situation
  4. Give you tools, techniques and an action plan to get you where you want to go
  5. Act as a resource to help you stick to your plan

What’s the real value an advisor can bring to the table?

I see my job as helping you explore what’s possible for your goals.  I also provide encouragement and strategies to help you stick to your plan and lots of education along the way.  If you’re like most of my clients, you’re probably great at your day job.  It takes a lot of time, experience, and energy to also become an expert at personal finances.  We all have our own cognitive biases and let’s not forget that personal finance is rarely taught in schools.  There’s also quite a bit mis-information out there that isn’t specific to your unique situation. For all these reasons, it’s a great idea to work with a professional to help you work past these issues and face your financial fears.

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