Answering: What if I don’t know what I’m doing?

I don’t expect you to have the answers; I expect you to bring the questions. One myth that I hear people believing is that you have to know a certain amount or that you need to have a wealth of knowledge on your own. While you can and should research into the financial team you hire, you don’t need to know everything to start a conversation with me. I heard a fellow advisor say, “you hire an electrician or plumber when you don’t know how to rewire your house or fix the pipes. That means it’s normal and advisable to hire a financial professional to help you understand finances and get specific advice.” General advice is a great way to start, but it is not the same as specific advice to you.

I never take your trust lightly either. I meet you where you are and help you clarify and understand where you’re going. I’ll ask questions like: What is your dream? What legacy do you want to leave? And how much is enough? A relationship with a financial professional should be built on trust and understanding. So, to answer this question simply, you don’t need to know the terms or know what you’re doing, that’s why I’m here.