No. 4 of 106 Things We Do For Clients
4. Help you determine where you are at present. You want a financial advisor who can help you cut through the noise in your life and get a clear picture of exactly where you are financially and emotionally. Certainly, it’s important to know where you are going, and much of financial planning is creating a vision for the future, but it’s important not to get the cart before the horse. It’s initially more important to know where you’ve come from and where you are currently. Be cautious of the advisor who launches into the future without first finding out exactly where you are and how you got there.