Working with Denise

Working with a wealth advisor is not simply a business transaction: It’s a relationship. An excellent wealth advisor is capable of doing the following:

• Be a great listener
• Initiate discovery conversations about financial goals
• Adjust communication style to guide the conversation
• Develop a path to work towards an appropriate and unique solution, which requires:
  • Clearly spelling out options and having full transparency
  • Setting clear expectations about the process moving forward
  • Presenting recommended solutions
  • Working in phases, if necessary
• Successfully educate their clientele about what is happening with their personal finances

While the vast majority of investors have very similar goals such as saving for retirement, saving for their children’s education, buying a home, or managing their investments prudently, everyone perceives and understands their specific goals differently. Your wealth advisor should be able to meet their clients at their level of understanding and give guidance based on how they perceive personal wealth management. A multitude of tools can be utilized to meet this objective, including:

• Charts
• Graphs
• Calculators
• Videos
• Articles
• Books

Lastly, an excellent wealth advisor will display a great deal of patience in not only developing the final solution for their client, but also in the process of educating and making them great investors. In the end, a wealth advisor should help bring you investment success and peace of mind.

For more information on how we can help with your personalized late life financial plan, please contact Denise Delaney at 949-428-0457 or [email protected]. 

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About Index Fund Advisors

Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care.

Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts. IFA also facilitates IRA rollovers from 401(k)s and 403(b)s.

To find out more about the value of IFA click here. To determine your risk capacity, take the Risk Capacity Survey.

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About the Author

Denise Delaney - Senior Vice President, Wealth Advisor, CFP®

Denise specializes in advising a range of clients including younger families and high net worth individuals to those in the later stages of life and who may require complex financial, estate, and long-term care planning needs. She also has many years of experience in advising investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees.

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