Over my 25+ years as a financial advisor, I've given a lot of thought to what I do and how I deliver advice to clients.
Within the last year or so, I've started to think of and refer to the core of what I do as "Collaborative Retirement Management."
Clearly, collaboration is a key part of how I work best with clients. You need to be engaged in planning your life and retirement.
But it's also about the ongoing process of financial planning.
And the ability to have a flexible mindset.
It's about appreciating the ability to look at and evaluate different scenarios you may face or simply want to consider.
Ultimately, it's about giving you sufficient comfort and confidence that you'll be able to retire - and live your life - on your terms.
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Collaborative Retirement Management: A Better Approach to Retirement Planning - Episode 12