Where do you normally turn for your financial advice? If the answer is “mostly from CNBC or Fox Business,” it may be time to start a new relationship with a new financial professional.
While most people tend to have the same ultimate goal of not outliving their money, they have quite different paths to get there. A trusted financial professional will work with you, not just when your wants and needs have changed, but proactively.
A proactive financial professional will work directly with you to better understand the investing process and the available choices. They will also keep you up to date on changes in the market and give you their thoughts on all the headlines you will inevitably see.
The financial world moves very quickly, and a confident financial professional will keep in touch and provide their perspective on current events and emerging trends. Gone are the days when an occasional “check-in” will do.
If you feel like you have this relationship with your current advisor, then let this serve as a congratulations! However, if you are unsure at all, especially with the last year that we have had, schedule 15 minutes to talk with us at Redwood Financial and see if we are the right fit for each other. You owe it to yourself to seek out financial guidance that is right for you and your family.