July 15 Financial Advisor

Once upon a time, when we first were asked if we had a financial advisor we responded that we didn't have any money.  Our friend that asked us quickly responded that we never would if we didn't have a financial advisor.  That night my husband and I talked to each other and decided we should meet with someone.
We had an appointment and talked to them about our dreams to retire at 55, pay off our home, and to pay for one degree for each child.  A plan was created and we began our journey with one small step.
Fast forward 9 years and we are on our second financial advisor for a few reasons. 
Trust your gut, and ask many questions to your advisor. 
We are very happy with our current Financial Advisor.  We meet with him twice a year.  We go over what has changed in the past 6 months both from our current financial situation and we also review our investments. Sometimes we make changes to the type of portfolio we have, other times we just do an educational re-visit into the types of things we have in our portfolio and what they mean.
Talk to your advisor about all your dreams and plans etc.  This year we were debating a new to us SUV but were having a hard time pulling the trigger.  An honest discussion into the reasons we wanted it, the impact it would have on our portfolio etc. We decided to go with a great second hand one and took our time to find the right one for us and our desires.  The honest discussion with our Financial Advisor helped. 
No matter where you are in your journey to building wealth, a Financial Advisor can help. The plan is able to change with you, start today!

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