Joe Soto here, today’s topic is what do you want? Why this is so important is because I often see people that come into my office. Most of the time, when I meet people that come into my office, it’s because they had a negative experience. And one of the first things that I talk to my clients about when I sit down with them, I take them through my financial planning process, where we create customized, financial plans for every single person.

And then people look at me, and I get all sorts of answers.


Quite frankly, when people come to me, some people come with a well-defined answer.


Some people come in, and they have no idea what it is that they actually want.


As individual investors, you need to have an understanding of what it is exactly that you want to accomplish with your money.


A small number of the financial advisor population, less than two percent of all financial advisors are called fiduciaries.


Financial advisors are great; you need them just like you need a doctor.


You need to find a new financial advisor, but first, do some homework to understand what you want first.

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