Do any of the following scenarios sound familiar?
You live out of a strong sense of purpose and values. You believe it is possible to make a contribution to the world and still accumulate all forms of wealth.
You recently received an inheritance. You want to honor the intent of this gift and not squander the money. You have managed before on your own, but realize that with this bump up in net worth, you could use some assistance.
You’re leery of financial advisors who are trying to sell you something. They know how to make it sound like you’re going to have your problems solved, but really want to sell you life insurance. Maybe you need ilfe insurance, but you don’t want it recommended for the wrong reasons.
You’re near retirement and don’t want to run out of money. You need to figure out when you can retire, how much you can live on, and how to manage your investments.
Between work and family, you don’t want to spend the time managing your investments. You have IRAs, 401(k)s and other random accounts strewn across different investment houses and you know this isn’t the best way to manage. Investment decisions feel like a burden now, even though you previously didn’t mind. You want to simplify.
You’re a woman and prefer working with woman advisors. You feel like women are more likely to listen and understand. You’re thankful that we’ve come to the point in our culture where there are women advisors to turn to.
As an advisor, I work best with clients who....
- Strive to live authentically;
- Realize that they can’t know everything and are willing to seek expert advice;
- Take time to reflect on their goals, dreams, and aspirations;
- Strive to grow both personally and financially;
- Are willing to put time and energy into understanding and making decisions about their finances if they understand the payoff;
- Want to save for their future, but want to enjoy themselves in the present, too.
- Does this resonate with you? Check out my Guiding Beliefs.
Fee-only Financial Advisor in Chicago, Illinois | 773-404-9344