The right solution is often a simple one.

If you believe that solving financial problems – or avoiding them – has to be a complicated and mysterious endeavor you could miss the best answer, which may mean the right advisor for your situation and life or business goals.

I believe that finding the right financial advisor early in life, early in a marriage, before starting a business, and early in the process of resolving conflict between family members is priceless.

Any time you are emotionally charged, under pressure to make big decisions, facing uncertainty or a major disappointment, you are served well to already have trust established with a solid, loyal and talented financial advisor.

Do I have recommendations? Of course I do!

My perspective comes, in part, from the study of hundreds of cases or situations presented to me through this website, and from experience in financial services where I worked directly with advisors and money managers across the United States.  Wisdom also comes from learning firsthand that not all financial advisors will give you all of the information or insight you need to make smart decisions.

During research of actual cases, I’ve noted how some financial experts make analyzing and planning more convoluted and expensive than the situation calls for, but emotionally charged parties aren’t in a position to recognize that value is lacking, or that key information is even being withheld. By the time someone realizes that they weren’t served well by the expert they were guided to use, it’s too late; the damage is done. Yes, I can show you what that looks like on paper and how it translates into bigger trouble in life. While I can help illustrate problems you want to avoid, the financial professionals I know and trust are the best at showing you what your best options are and then empowering you to act on them.

Early intervention is the way to go.

Make time before a crisis arises to interview and get to know advisors, and learn what value-added looks and feels like when working with a financial advisor. If you feel uncertain about a professional relationship and need to consult with someone else, let me know.

Coming soon: the next series of eye-opening interviews is under development, so please get in touch if you have suggestions for topics or would like to contribute as an expert or to simply tell a story that can help others reach better financial outcomes.

Above all, preserve your time and financial resources for the benefit of your family.