“But what do you do all day?”
As financial advisors, we’ve been asked this question many times by family and friends. The image that often comes to mind is one of advisors obsessively watching stock tickers, making trades, and monitoring current market conditions. But for our advisors at Legacy, the reality looks quite different. Rather than staring at screens all day, we spend our time on and with our clients. Building personal relationships, understanding our client’s unique needs and goals, and guiding them toward achieving their financial goals is the heartbeat of our work.
At Legacy, the client is at the center of everything we do. We know that no two clients are the same. Every person and every family has distinct values, priorities, concerns, resources, and objectives. Our role is to take the time to truly get to know you and your family, what matters most to you, and what your short-term and long-term financial goals are. Only with that strong foundation can we serve you in the best way possible in financial planning, investment strategies, and guidance designed around your financial priorities.
This process starts with getting to know you on a personal level. We take a conversational approach by asking questions, sharing about our own lives and experiences, listening closely to you, and building rapport and trust. After all, you should have a deep trust in the people in charge of helping you achieve your financial goals. We want to understand your family situation, your career and life stage, your values and interests, your health, your concerns about the future, and the kind of retirement lifestyle that you hope to live. We also aim to know what financial security means to you specifically, the things you want to protect or achieve through your finances, and how your financial priorities may evolve over time.
With this person-centered approach, we’re equipped to offer truly personalized financial advice on topics like budgeting, debt management, retirement planning, college savings, and legacy planning. Rather than a one-size-fits-all approach with prescribed boxes to check, your finance advisor should approach your financial situation, goals, and future with you in mind. As we take the long-term perspective, we love catching up with clients, assessing their progress toward their financial goals, and reevaluating at regular check-ins.
At Legacy, financial planning is about more than investments and bottom lines. It’s about using your finances to create the life you want to live, support the people and causes you want to support, and secure the future you envision for yourself and your family.
That’s the real work of an advisor.