When you think of working with a financial advisor, what comes to mind? Is it walking into a corporate office, showing them your assets, and then blindly trusting that they’re going to do what’s in your interest?
If that’s how you picture investing, you’re not alone.
In a study by Spectrum Group, “only 15% of affluent Americans said they felt 'very knowledgeable about financial products.' Even among the ultra-high-net-worth set, less than half said they felt 'very knowledgeable' and high-income women reported even less confidence than men.” (Source)
At Accrue Financial Services, we believe that part of a sound financial strategy is educating our clients on what’s going on with their portfolio, why diversification is important, and why we feel some monetary decisions are better than others. Knowing how your financial future is going to be achieved is a big part of feeling more secure about what’s ahead; that means financial literacy should be part of what we do.
We encourage our clients to want to know the “whys” of financial planning and to feel comfortable asking questions at any time of the decision-making process. Melissa Thompson, ChFC® with Accrue Financial Services is dedicated to serving the Denver and Castle Rock, CO areas and is also licensed to conduct investment advisory business in Wyoming and Arizona. She can also assist clients via web conferencing for their convenience.
As a comprehensive financial advisor, Melissa Thompson knows that dealing with your finances can feel overwhelming. That’s why she believes it’s important to establish a healthy client/financial professional relationship from the beginning – that way once you’ve found someone who fits your unique needs, you know you don’t have to go through the search again!
My process encompasses these eight steps: