No. 6 of 106 Things We Do For Clients
6. Help organize your financial situation. How often we’ve heard clients, after going through the initial financial process, say, “This is the first time I’ve ever had all my financial information in one place.” Many people have their policies, documents, receipts, and statements buried deeply in folders and boxes strewn about their house, apartment, or storage unit. A financial advisor will help you gather all this information in one place, organize it, and electronically file it so your important financial data is available with a couple clicks of a mouse.
