Hey bloggies,
I was watching my DVR-saved Dave Ramsey shows and he said something that really made me feel good about my decisions and impressed with him as a financial spokesperson.
He said (and I’m paraphrasing) -the best financial advisors are innately educators, helping you to learn and understand your finances so you can be guided to make the best decisions for yourself with their help.
I am lucky to have my financial advisor be exactly that!. She presents classes on Women and Investing, and Financial Lingo and every appointment I have had with her with frought with learning and questions and diagrams and explanations and VERY little sales. She wants and encourages me to understand and often tells me I missed my calling (finance) because I get so passionate about the new things I learn (hence the blog!).
So this is a reflection moment,,, the person that you entrust with your investment and portfolio decisions…. do they explain things and educate you or do they make decisions and move your money without a conversation and instead just ‘send you a memo’.
