The idea of talking with a financial advisor makes many people feel the same way they feel about a trip to the dentist: not thrilled. After all, financial planning requires that we think through and talk about how to deal with scary or unpleasant circumstances.
But good financial planning isn’t just about downside protection. It’s also about planning so people can do the exciting and meaningful things that make life wonderful.
In keeping with my "steal shamelessly" theme, I'm providing a guest post from fellow advisor David Waldrop, CFP®. David is the President of Bridgeview Capital Advisors, Inc. in El Dorado Hills, California. David focusses on helping his clients organize and map their financial resources to their financial goals so that they can achieve long-term success on their terms. He's also a great inspiration. Enjoy!
Note: The contents of this site are general in nature and not intended as specific investment advice. All investments are subject to risk; including loss of investment value. If you have any question regarding investments or concepts in these pages, please consult with an investment professional.