[pullquote]When we make big decisions in life, most of us look for a source of expertise and guidance to help us make thoughtful choices to meet our individual goals and needs.[/pullquote]
Knowing how to invest to meet your objectives takes proper research, planning, and time. Your wealth advisor can add value when markets are up and protection in times of volatility – by making a plan that takes into account both your long- and short-term goals.
A one-on-one relationship with an advisor is not just about money management. Your wealth advisor can help provide ongoing financial planning so you can have peace of mind while pursuing your life goals.
The financial planning process includes defining your goals, understanding your current situation, and identifying the key steps to move forward.
Beyond long-term goals like retirement, and shorter-term ones like buying a house, education, or travel, holistic financial planning can also include legacy planning, family support, health care, insurance, and charitable giving.
Source: Fidelity Viewpoints
