Emotional

  • Provide positive encouragement and motivation for effort and successes
  • Advise you to avoid reactive or emotional decisions which could negatively affect your portfolio
  • Support you through transitional phases: major illness, death, inheritance, job change, retirement, child birth, divorce, legal issues or other crises
  • Encourage you to save and invest
  • Evaluate your risk tolerance and help determine your tolerance for loss
  • Help you understand the various attitudes toward money and the financial decision-making associated with each of them
  • Resolve problems quickly
  • Provide friendly and knowledgeable support
  • Continue to seek out professional education for myself to better serve you