Do you lack confidence in your current advisor? Are you debating on working with an advisor? Are you making progress toward your goals?  Are you on track to live your best life possible?  We can help!

Follow this simple six-step framework to choose a great advisor:

1. Find a Fee-Only True Fiduciary: The backbone of your relationship. Have you been sold expensive products? (whole life insurance or annuities)
2. They should have Low Fees: Low advisor fee and low fund fees? Do you have funds with high fees, risk, lack of returns?
3. Use a Holistic Approach: Portfolio Management, Financial Planning, Tax Planning, and Asset Protection & Estate Planning Guidance
4. Provide Performance Data & Show Progress: Are you on track? Have you or your advisor underperformed? Hold yourself & your advisor accountable! Your future self will thank you.
5. Understand & Believe in their approach to investing: Do you have an investment strategy that you believe in?
6. Can they serve your specific needs? We give massive value to business owners/1099 employees, high income W-2 employees ($200k+ as a household), & people with equity compensation. Our clients are on their way to building portfolios of $500k plus or already have.

Watch the video below to dig in to our six step frame work. Now is a great time to get a free 2nd opinion via Teams meeting (see calendar below)!  We will give you objective feedback, identify red flags and give you confidence about your future path. It is important to find out if you have areas that can be improved. We help clients make work optional & live the best life possible. Our process is for people who want to learn best practices and take a huge step forward. Contact us today.

Fee-only | Fiduciary 100% of the time | Advisor fees below 1%  | Target portfolio of $500k or $4,000 per year minimum fee for portfolio management, planning, tax optimization | Book meeting below

Ready to see if we’re a good fit?  Schedule a meeting below. 

We strongly recommend that if you hire an advisor, that person should be a fee-only advisor (not fee-based) and be a fiduciary for you 100% of the time.