My main role as an advisor is to help you make good financial decisions and help you to avert doing anything that might be detrimental to your life situation. If you have a question or concern, or even a passing thought about something, and it has anything to do with money, I want to be the person who comes to mind first. The topic doesn’t matter.
I am a fiduciary, which means that I will always act in your best interests above everything else. I take my fiduciary role very seriously and will not ever compromise on that. I believe this is one of the foundational items that allows me to have wonderful trusting relationships with clients.
I really do four things:
I am a mentor.
In this role, trust is the most critical factor. A trusting relationship takes priority over everything else. I’m passionate in my belief that a clients’ money isn’t as important to me as our relationship. I view all my clients as family first…the financial aspects are important, but are secondary to a trusting relationship.
I am a coach.
My role is to help you do better in the financial arena, just as a sports coach guides athletes to be their best. I’m more of a life coach with a focus on finances. A lot of what I coach clients about has nothing to do with money.
I am a teacher.
I believe clients should have a basic understanding of things before they ever invest or buy any type of financial product. Some clients like a lot of information about financial topics and others like less…or even none! My guiding principle is that no one should ever buy or invest in anything they don’t understand. As I said, some clients only want the basic information which is perfectly fine, but transparency, honesty, and my fiduciary role guide everything I say to, and do for, clients.
I am a catalyst.
Once we decide on a course of action, I will make sure we do everything necessary to get things done. I know how busy life gets. My clients all have busy lives and life can get in the way of getting important things done sometimes. My job as a catalyst is to keep those items front and center, and to ensure we don’t lose focus on the items that need action. I have built an awesome team over the last 12 years and every team member has the same client-first focus.