Why is building a personal relationship with an advisor necessary?

Managing your finances comes with a lot of questions — and that’s a good thing. We’ve gathered some of the most common questions clients ask us, along with clear answers, to help you feel more confident about your financial decisions and what it’s like to work with an advisor.

Why is building a personal relationship with an advisor necessary?

An advisor who wants to get to know you personally will inquire about more than just your financial goals. They’ll dive into your lifestyle, family dynamics, risk tolerance, and the deeper values that you hold close. This will allow them to tailor strategies that don’t just grow your wealth but align with your long-term plans.

During your initial meeting, get an understanding of their communication style, how often they meet with clients, and their approach to building long-term relationships. Choose an advisor who doesn’t see you as just a portfolio but as a partner in your financial journey.