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