Working with a Financial Advisor Should Be …
Your money situation needs to make sense to you, not just your financial advisor. The best financial advisor makes the complex world of personal finance simple and easy to understand … so you can feel in control of your money.
You have a life to live. Knowing just a few simple pieces of financial information can help you live it more effectively. You do NOT need a Masters in Personal Finance (although your financial advisor should definitely have one – and very few do).
Working with a financial professional should be a positive experience – one you’ll want to repeat. It shouldn’t be based on pain, sacrifice or self-discipline. That might have worked in the old days but it’s no way to live a rich and fulfilling life.
This is probably the biggest mistake most financial advisors (and their clients) make and what separates the Wealth Health approach from everything else available.
Being strategic and intentional about your money is extremely powerful … but the cost of advice creates a drag on the gains you can realize by working with a financial advisor.
You can have a complete financial plan for as little as $25 a month. That’s less than you likely pay each month for water, electricity or cell phone (equally essential parts of life).
You make dozens of financial decisions every day. They’re ALL important and they all directly affect the Quality of Life you get to enjoy.
The best financial advisor works with you on many levels, not just your investment portfolio.
It’s Tempting (and Natural) …
… to focus on just a few BIG decisions as the difference between wealth and poverty …
… but really, it’s the thousands of daily choices you’ve made over the years that brought you to where you are right now.
Waiting until you have a major life event (get a new job | buy a new house | someone in your family gets sick or dies) to start working with a financial professional is like consulting a doctor about that one giant decadent dessert while living on a daily diet of junk food.
Change your Daily Decisions
and you will change the Quality of Life you’re able to enjoy!
The Legal Stuff:
ALTUS Wealth Solutions is a Virtual Registered Investment Advisor firm (registered with the State of California) created in late 2007 (proof that market timing is not our specialty – then again, nobody can time the market). We are NOT affiliated with any broker or dealer. We provide financial planning and investment management services for a fee, are not paid to make any specific recommendations and do disclose any and all conflicts of interest with the advice that we give.
All advisors and staff of ALTUS Wealth Solutions adhere to the fiduciary standard of care. We make every attempt to do whatever is in our clients’ best interest and put those interests ahead of our own.
John Buerger is the founder, owner, Chief Investment Officer and financial planner. John is a CERTIFIED FINANCIAL PLANNER™ professional with a BA in Economics from Middlebury College and a Masters of Science in Financial Services (MSFS) from the American College in Bryn Mawr, PA.