Changing Financial Advisors
Are you comfortable talking to your financial advisor?
Your comfort level with your advisor likely has a direct impact on your finances. Do you feel at ease talking to your advisor about . . .
- Job loss?
- Illness?
- Debt?
- Divorce?
- Gender identity and sexual orientation?
- Feeling behind on retirement savings?
If envisioning a conversation with your current financial advisor about any of these things makes you feel even a little uncomfortable, it might be time to investigate other options; you’re not getting the full value of that relationship.
Call your best friend . . . and then call me.
At some point in all of our lives, things aren’t going to turn out the way we expect. And when that happens, I hope that my clients first call their best friend . . . and then they call me.
Making a change is easier than you think.
- We open an account and sign a transfer form.
- We contact the original firm and move the funds for you.
- No need to speak with your old advisor or wait hours on hold with the firm!
Don’t wait to get comfortable with your finances.
Let’s schedule a virtual meeting to get to know each other better. We’ll talk about your situation, goals, and values to open up a meaningful dialogue and explore how I can best support you.
