Finding a Sounding Board
A key element of impactful wealth management is to serve as the family sounding board. To be available to hear the message, to objectively focus on the best solution, to understand the impact of these decisions on our plans and our family, to provide expertise or access to it to deal with the unique challenges and opportunities at hand, and to implement the ultimate decision. These decisions are what separates wealth management from financial planning.
Our wealth management process is a Journey that helps us become a reliable Sounding Board to weigh in on thoughts and potential actions.
About the Author
James Werner, CFP®
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Disclaimer: This document may contain forward-looking statements and projections that are based on our current beliefs and assumptions and on information currently available that we believe to be reasonable. All statements that are not historical facts are forward-looking statements, including any statements that relate to future market conditions, results, operations, strategies or other future conditions or developments and any statements regarding objectives, opportunities, positioning or prospects. Forward-looking statements are necessarily based upon speculation, expectations, estimates and assumptions that are inherently unreliable and subject to significant business, economic and competitive uncertainties and contingencies, and prospective investors may not put undue reliance on any of these statements. Forward-looking statements are not a promise or guaranty about future events.
It should not be assumed that recommendations made in the future will be profitable or will equal the performance stated herein. The information provided does not constitute investment advice and is not an offering of or a solicitation to buy or sell any security, product, service or fund, including the fund being advertised.
The statements herein are not intended to be complete or final and are qualified in their entirety by reference to the Investment Management Agreement. In the event that the descriptions or terms described herein are inconsistent with or contrary to the descriptions in or terms of the Investment Management Agreement, the Investment Management Agreement shall control. In making an investment decision, you must rely on your own examination of the Investment Management Agreement.