As life changes, so does the financial world. In recent years, you may have gained a higher wage with upward career moves, decided to start a family, or even just reached important life milestones. With all that being said, because of these new stages in life, you may have found that, like clothes, you’ve outgrown your current financial advisor. 

This episode of The Wealth Cafe is all about detecting the telltale signs that you’re in need of a new financial team, as well as helpful tips on how to find the perfect next advisor for your season of life!

What we’ll cover:

✅ How to know it’s time to change.

✅ Where things get more complicated.

✅ The importance of a proactive advisor & holistic planning.

✅ Making sure you're looking at generations to come, not just the here and now.

After doing your due diligence and sitting down for one one-on-one consultations, the holiday season is a great time for you and your loved ones to weigh the pros and cons of potential new advisors based on how they manage their portfolios and strategically think through complex financial topics. Allowing you to start fresh in the new year with a financial advisor who's suited to give you guidance on how to secure a sound financial future! 

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

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