There’s an implied promise made to every new client.
This promise goes beyond fiduciary standards, commitments, practice efficiency, technology, behavioral finance, or even life planning.
This promise says, in one way or another,
I am your go-to person for whatever happens in your life.
When life goes as planned, I am here to walk beside you.
When life pivots you in a new direction, welcomed or regrettable,
I am here to keep you safe and help you find your way back.
When the pieces of your life fall apart,
I am here to help you put them back together.
Regardless of technology, psychometrics or other developments, nothing can replace the human-to-human relationship between client and advisor.
Financial planning isn’t just advice.
It’s guidance, solace, encouragement and empathy.
It’s what makes the client-advisor relationship a lifelong friendship.