Would Working with a Financial Advisor Improve Your Situation? Request Chris' "5 Questions to Ask When Hiring a Financial Advisor" report here and find out!
Thank you for requesting our report. If you want to skip the words, scroll down to request the report. However I want to share some important points about the guide with you before you do, if you don’t mind?
We appreciate your time invested and know that if you are serious about trying to find a well-matched advisor for you, that our guide will help.
Remember, the purpose of this guide is to help guide you to the right relationship. It won’t necessarily steer you to work with us. In fact, I estimate that at least 80% of the people that download this guide will NOT be a good fit for us - right off the bat - based on either need, relationship preference, or personality profile.
With that said, let me give you an example of someone who used the guide and figured out they could use some consulting but were not the best fit for our full service client community:
Based on your very helpful guide, we figured out my mom is an extreme do-it-yourself-er!
So I was wondering if you were interested in helping on an hourly basis to create a portfolio for her. She just moved her retirement income to Vanguard ($1.2m) and wants an EFT based strategy for her Vanguard account where she is about to invest $300,000.
She trusts Vanguard but not to create a good mix for her, I remembered you had great ideas when we talked. She’s retired, but taking the minimum each year, as she wants to invest wisely for her estate. Hence the Stretch IRA’s inquiry last month.
Please let me know if it’s something you are interested in doing.
To me, this shows that my guide helps people get clarity through all of the confusion. The guide helped this mom figure out who she is and how she should work with a professional (in terms of a customer personality profile - nothing too existential here; she is simply not a delegator and our clients are by and large successful delegators).
Please note that just because someone is not an ideal match to work with us, does NOT mean we don’t want to help you! This guide is one small way Chris is trying to help people see that those of us in the financial field truly enjoy helping people.
However, if you are a successful person who delegates tasks that are not your core competency or focus, and you are Curious about finding an advisor who pro-actively worries about your money so you don't have to…
Then maybe you and our team are a good fit to work together. To find out, click THIS LINK to go to our online questionnaire. We will then get back to you to schedule a time.
We appreciate your time!
90 Concord Avenue 3rd FL
Belmont, MA, 02478