The Value of a Financial Advisor

Financial Life Planning for Busy Parents

Technology is great. There are so many things people can do for themselves now that weren't possible in the past. For instance, setting up an investment portfolio used to require a broker. The real-time ticker for stock prices was only available on the trading room floor. Funds required management and careful oversight. Now, however, there are countless apps, websites and tools allowing individuals with little to no financial planning experience to set up a successful portfolio and then forget about it.

“A common mistake that people make when trying to design something completely foolproof is to underestimate the ingenuity of complete fools.” - Douglas Adams, from The Hitchhiker's Guide to the Galaxy #5

So why hire a financial planner? Maybe you don’t, because the set it and forget it model works perfectly fine for you right now. However, the greatest value a financial planner can provide is helping you with all the things you didn’t know you wanted to know.

What does that mean? Matt Robison and I discuss the value of a financial planner in this week’s podcast. In particular, we explore:

• The difference between Financial Planning and Wealth Management
• Building confidence in your path to financial success
• What is a fiduciary and how will the responsibilities of that title help you with your financial plan?

The bottom line is that a financial planner knows the right questions to ask in order to provide you with the best strategy to fulfill your individual wealth goals. Beginning with goal identification and working through all the steps that you need to build a comprehensive financial portfolio, a financial planner has the knowledge, expertise and network to insure your financial freedom.

Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

Are you ready to create your ideal lifestyle? Let’s Connect.