A Time for Comfort
I have been an advisor for over 20 years and for all but the last year or two I typically meet with clients once per year. We have always tried to supplement those meetings with conversations either through scheduled phone calls or even at a wonderful Ever Wealth event!
However, recently I have had a few clients who have wanted to meet more than once per year. These meetings are just “brief check-ins” and are not usually a deep dive. They are designed around helping people make sure they are comfortable with their financial positions. Not all clients desire a meeting every 6 months but the few who do are appreciative.
What really surprises me is how often I meet with a prospective client (typically a referral) that has not met with their advisor for more than a year. They usually mention how satisfied the person is who referred them because of the frequent contact we have with our clients. The referral typically feels uncomfortable with our national politics, interest rates, inflation, news media, etc… and wants to find faith in a relationship with their advisor. Creating comfort is an important part of financial success. Unpredictable times call for a reliable friend. Ever Wealth is honored to be that friend for clients.
For those of you who do NOT keep Ever Wealth a secret, thank you.
Need a check-in? Reach out today. We’re always ready to talk.