May 2021
Beginner
320 pages
8h 35m
English
Content preview from Activate Your Money
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CHAPTER 12Professional Support: Find Values-Aligned Financial Advisors
A key step in growing your money and aligning it with your values is finding the right support. A great financial advisor can serve as a trusted educator, thought partner, and valued confidant. Selecting an advisor who can meet you where you are—at your level of knowledge, confidence, and wealth—is an important choice. An advisor who is tuned into your needs will be able to integrate your hopes, fears, and life goals into a financial plan and investment strategy that will give you peace of mind. They'll also help you find ways to invest your values across your entire portfolio.
A good advisor should be able to build your confidence and make you more comfortable with risk. They should help you get to the point where you trust that you're financially stable and on the road to financial fulfillment. Wouldn't it be great to be in a position where you knew that in your bones? You should be able to count on your advisor to be transparent, respond fully to your questions, and provide you with regular updates on both the financial and impact aspects of your portfolio.
You have the right to believe that you and your money are being well cared for by your financial advisor. You also have the right to feel empowered by them and to enjoy working with them. You shouldn't settle for less.
When Should You Hire a Financial Advisor?
The point at which you move your assets into greater alignment with your values is a perfect ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.