People who work best with us tend to have a sense that they probably have “enough,” but aren’t quite sure. As they approach a sense of financial freedom, pulling a plan together can feel like solving an eight-dimensional jigsaw puzzle.
Most consider themselves good savers. And yet the transition from being a good saver to actually living off of those savings feels a bit daunting. They might only want a second opinion look at their existing plan. Or, they might want a full plan from scratch that addresses all the moving parts at once.
Regardless, our clients want to stay in control of their money. They also only want occasional services. Committing to an ongoing subscription or fee-based relationship may feel like overkill. One analogy is that our clients would prefer a financial “navigator” to a financial “chauffeur.”
To help you make this decision, here are some questions you can ask yourself about what you are looking for in the financial planning process.