No. 5 of 106 Things We Do For Clients
5. Guide you to think about areas of your financial life you may not have considered. We don’t know what we don’t know. Financial decisions are rarely made in a vacuum. They often have unintended consequences in other areas of our lives or the lives of our loved ones. Sometimes the simplest actions like putting a child on your checking account or the title to your home could result in thousands of dollars of unintended taxes and loss of control. Likewise, following an advisor’s slight alteration to your plans could result in an even better outcome and thousands of dollars of savings. A good financial advisor will always be two steps ahead of you, pointing out hidden complications and opportunities.
