Jul 8th, 2021
I think it is relatively safe to say that most people would prefer to not go to any doctor's appointments, they just want to be healthy. The same is likely to apply in financial advising, they just want to make sure that they are going to be OK. It's our job to make sure that our clients are doing well; if we can determine that they are financially "healthy" then we'll give them the option to come in for their meeting or enjoy their life. If you don't need or want to see us, go ahead and enjoy your financial freedom. We'll still be here making sure that you're going to be OK. For all listener questions/feedback, please contact the team at email@example.com.