IT’S TIME TO HAVE A REAL CONVERSATION ABOUT YOUR FINANCIAL FUTURE.
Everyone has different needs, different goals and different tolerances for risk. There’s no magic formula. The key to a successful relationship between you and your financial advisors is the process. How do you arrive at a plan? What are the important questions, not just about your finances and investments, but also about your lifestyle and dreams? Financial health is only one component in the overall picture.
So how do you choose the right financial advisors to help guide you through this process? The key is how well you connect with them. Do they ask the tough questions? Do they listen – really listen? Do they try to understand what makes you tick? Do they care? Do they have a stable client list? Do they meet their clients regularly?
The key to a successful relationship with financial advisors begins by looking at the whole picture from all angles, weighing strategies and designing a financial plan that best serves your interests. That takes time, but that’s the only way to make sure your financial plan is in sync with your life plans.
GET TO KNOW US
We’re Barbara and Eric – together we’re BarecWealth. We put our name on our business because we take a very personal stake in your financial plan and investments. That begins by asking the right questions not just about your financial situation, but also about your life – because we understand that the two issues are inseparable. Once we develop and implement your financial plan, we employ rigorous ongoing monitoring and adjustments to your portfolio to make sure your plan and the market are in sync.
The better your financial advisors know you, the better their advice.
Let’s start the conversation.
OUR CLIENTS ALWAYS GET THE LAST WORD
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