When it comes to working with a financial representative, you may be looking for someone trustworthy and collaborative. As the household CFO, you need a trusted financial partner who doesn’t take control of your finances, but adds a level of affirmation that you are making the right decisions. You know this well, but it helps to have someone validate your thoughts.
If you don’t have a financial representative yet, that’s okay! Neither do 60% of Thoughtful Planners, like you. The right person to work with will be someone from a trusted, stable institution that is protecting more than your money — they’re protecting your personal information. You are also someone who wants to learn that you are making the right choice from a variety of sources. You are skeptical of financial institutions, so it’s your nature to visit several websites and maybe even have a couple of conversations before you make that important decision.