Video transcript:

No, no, no, no!

You can’t do that!

That will never work!

We’ve all run into that person – the “Eeyores” of the world.

Do you think of your financial advisor like that?  Is he/she always saying no?

Story of new client: always saying “no, you can’t spend on that”.  Wanted to retire early, “no, we agreed on 65, get another job”.

Other advisor type: “I’m the expert, you don’t know this stuff, how dare you question my advice”.

Story of new client who wanted to meet quarterly and ask why ?s.

But what do you want your advisor to say?   Yes, yes, yes.

Story of client who was clearly over spending – 11% withdrawal rate.

Advisor said it would be fine, the market was forgiving.

3 stories – 3 types of advisors you don’t want to have:

No, you can’t do that…

How dare you question my advice…

Sure, anything you want is fine, as long as you pay my fee…

It doesn’t have to be like that.  It shouldn’t be like that.

Life is about balance:

Financial                      Relational

Professional                 Spiritual

The best advisors get this and help you balance your competing goals.

We do that.

We believe in advancing multiple goals simultaneously.

Perfect example is the mortgage pay off question.

Answers are always in the details; that’s where the balance is found.

Life is meant to have purpose, but it is also meant to be enjoyed.

You need to be financially wise.

You should have some fun too.

We are committed to helping you accomplish all your objectives.

We provide perspective and help our clients find the balance.

So, instead of “no, no, no” or “yes, yes, yes”, we say, “let’s see”.

We aren’t Eeyores.

We aren’t “yes men”

We are honest in our assessments and forthright in pointing you in the right direction.

If you want a nanny who always says no or a sycophant who says yes, then we are not your advisor.

If you want someone who takes the time to understand your goals and who will help you balance them, then give us a call or email.

We’d love to talk to you.

 

 

626-844-4630