Do You Have to Be Wealthy to Work With a Financial Advisor? Watch This First

May 22

Video transcript:

I just got off the phone with a guy that said “I didn’t think I was wealthy enough to work with someone like you” and that broke my heart a little.

He’s 38, has been working really hard in saving consistently, but thought advisors were only for people with yachts and trust funds so I told him, “It’s not about how much money you have - it’s about what you want to do with it.”

Financial planning isn’t just for the wealthy - it’s how you get there.

If you’ve been waiting until you’re ready, you already are so let’s talk.

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Do You Have to Be Wealthy to Work With a Financial Advisor? Watch This First

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