When it comes to navigating your financial journey, you don’t have to do it alone.

When you work with a financial advisor, you can figure out the best strategies for reaching your financial goals based on your values and timeline. There’s no need to feel intimidated—a financial advisor is an investment in strengthening your financial future. 

Here are some valuable ways a financial advisor can help you:

An advisor can teach you financial strategies to help you reach your goals.

Gone are the days of hiring a financial advisor to make trades for you in your investment account. With the emergence of robo-advisors and the rise of financial technology, many advisors know that their actual value comes from their knowledge and expertise to construct personalized financial plans for you.

Based on your needs, the advisor can customize your financial plan by taking a holistic view of your finances, including budgeting and cash flow, saving for short-term goals like an emergency fund, and some advisors offer more comprehensive long-term investment strategies for retirement, insurance planning, tax strategies, and more. 

An advisor empowers you to be your own financial hero.

The best financial advisors can help you overcome roadblocks to achieving your goals with financial literacy. Financial advisors can teach you how to think, act, and relate to money in a positive, abundant way by sharing money mindset tips and coaching along the journey. 

You might be wondering when you should start working with an advisor, and we’ve got you covered. Check out this article on a few major life events that require a financial plan.

An advisor should spend time with you.

A long-term relationship between a financial advisor and a client requires trust and mutual understanding. This means a transparent and proactive service model that includes regular check-ins to reevaluate your goals and adjust the financial plan as needed. Communication is essential to building a solid partnership with your advisor. 

If you feel like you are not getting the service you need and deserve, do not be afraid to interview other financial advisors to find a better fit. This is your financial journey, and your advisor should be there for you.


About Learn

Financial advice for real people, by real people. You shouldn't need a degree to understand your money. Join Head of Education, Brittney Castro and Altruist mentors as they break down financial tips and strategies in a real way to help you finally understand how to achieve your financial goals faster.