Considerations

Trust

Maybe Not

You don’t always trust the advisor to be motivated by your best interests and often question his/her guidance.

Yes

You have the ability and desire to trust a qualified advisor.

Delegation

Maybe Not

You feel no one could care about your money as much as you do and you can’t see yourself looking to an advisor for input.

Yes

You understand that a qualified advisor can provide insight and expertise.

Expertise

Maybe Not

You tend to be skeptical of how much value and financial expertise that an experienced advisor can bring.

Yes

You appreciate the specific knowledge a local advisor has and the wisdom they share with you.

Sharing

Maybe Not

You are a private person who guards information and shares it infrequently.

Yes

You are ready to share your financial details with a trusted advisor.

Relationship

Maybe Not

You’re not convinced that there is value in a relationship with a professional advisor.

Yes

You know how valuable a trusted relationship with your financial advisor can be.

Adaptable

Maybe Not

You struggle when markets shift and things don’t go as planned.

Yes

You accept that there will be bumps in the financial road and can adjust to them.

Cost/Benefit

Maybe Not

You wonder if the cost of advice is worth it when you can invest on your own.

Yes

You understand that the value an advisor brings may outweigh the cost of his/her services.

Value

Maybe Not

You aim for the lowest cost because money is your primary measure.

Yes

You understand that there is a cost for the lack of experience.