Ongoing communication and monitoring of a client’s investments and financial plan is crucial and offering our guidance along the way may include:

• Helping Clients control their emotions. 
• Helping clients really know what they own. 
• Performing due diligence on a wide variety of products. 
• Overcoming client procrastination. 
• Setting and re-setting realistic expectations. 
• Explaining money and wealth to a family. 
• Dealing with complexity. 
• Minimizing paperwork. 
• Assisting clients with a financial plan that can change with a car accident, a death, a birth, a marriage, a divorce, or myriad other things. 
• Keeping clients “balanced, yet flexible” in response to constantly changing markets. 
• Educating clients about opportunities and risks. 
• Motivating clients to make difficult decisions. 
• Talking through trade-offs. 
• Allowing clients to review consequences under various scenarios- visualizing eventualities. 
• Helping spouses align their expectations. 
• Helping clients develop greater confidence in their financial affairs. 
• Allow clients to admit that they don’t understand financial markets, and educating them accordingly. 
• Staying current on industry trends so that they don’t have to. 
• Vetting hundreds of investment and borrowing options and presenting a digestible set of recommendations. 
• Helping business owners create wealth uncorrelated with their day-to-day business. 
• Helping highly skilled professionals (lawyers, doctors, executives, business owners) enjoy liquidity earlier in their lives. 
• Revealing the real fees and costs to financial products. 
• Helping clients to know what they can comfortably spend. (Budgeting)