Are you happy with your current Littleton CO wealth management planning team? Unless your answer is a resounding “absolutely and completely!” it might be time for a change. You are entrusting your financial future to these people and you need to be sure they are beyond capable of meeting your goal. What are five thing you can ask to determine if the time has come to make a change?
1. How is communication?
You want to be able to hand over the responsibility of handling your money to other people, but you also want to keep tabs on what they are doing and how things are performing overall. If you are asking for meeting or phone calls and getting little response, it is time to go elsewhere. Likewise, if your communication styles do not match that of your management team. In some cases nobody is doing anything wrong, you just aren’t a good match. If you are more comfortable interacting over the phone and all you get are emails, detailed as they might be, you need to find someone more suited for your style.
2. How are others feeling?
Though you never want to make such an important choice based solely on the opinions of others, if a lot of clients are complaining and creating bad reviews, you will want to assess your situation. Complaints can be a sign that not all as going as you believe it is.
3. Differing Investment Styles
Maybe you chose a particular Little CO wealth management team when you were younger because you liked their aggressive, risk taking style. That was great as a young investor, but now you are looking for something more conservative. If your current team is unable to transition with your changing needs, it is time to look for someone new.
Are you unable to speak to someone directly or schedule a meeting to discuss life changes? Has the firm gotten too busy for the little guy or are they just too far away to make meeting together convenient. A wealth management team needs to be willing to work with you to make your relationship successful.
5. Overall Happiness
In general, how do you feel about the way your money and investment are performing? Do you have any serious complaints or nagging concerns? Do not dismiss them and assume the experts will handle things. Your money is ultimately your responsibility and you need to feel comfortable with yourLittletonCOwealth management team.
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