As students of Behavioral Finance (how people make money decisions), we've witnessed a trend toward self-directed investing and financial planning. Some recent studies point to the fact that a growing number of investors prefer managing their financial interests without professional assistance.
You've done it! You've made that call to schedule your introductory meeting with a financial advisor. You're taking control of your financial future, but you have a lot of questions about what happens next. Rest assured, you're not alone. We have found that many of the people who talk to a Creekmur Wealth advisor for the first time weren't sure what to expect, how much to share, or even what documents they should provide.
One of the misconceptions we are faced with in the financial services industry is the idea that all “financial people” the same. We sometimes hear the question,
"What is the difference between the advisors at Creekmur Wealth and the insurance agent or broker's office down the street?"