Here's What We Think

I have previously explained that “net worth” and “money to invest” are the absolute wrong metrics to use when it comes to figuring out if you’re “ready” for a financial advisor…So if those are not the right numbers to help you determine if you should be working with an advisor, what are the right metrics?

If your advisor spends their day tracking the markets, analyzing how Pepsi’s new management will affect their stock price, and whether this is the year for emerging markets…they are not a financial planner.