Stone Bar

Working with Denise

Stone Bar

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]