You’re More Than Just a Number

Ever feel like youre just a faceless number? You shouldnt. And you shouldnt be treated that way by someone whos going to be handling your finances. In my last blog, I began to demystify the idea of wealth management so that you can better understand how to start on this path of engaging a wealth manager should you opt to engage a professional financial advisor /planner.  I presented some questions for you to ponder and I pointed out 4 common problems found in...