Well he can do many things!!
Some of the things that he can do are the following:
1. Identify your REAL goals and hurdles in reaching them.
2. Convert the goals into challenges and make sure you are willing to put in the resources to achieve them
3. Identify your personality – some people think they have goals. However, they are only parroting what they have heard. Personally they are happy where they are.
4. Prioritize / Re arrange the goals along with the other stakeholders like spouse and children.
5. Explain the Crucial goals and non crucial goals – again with the other stakeholders
6. Save you time and research hassles while selecting products.
7. Suggest a solution which he is indifferent about where it is executed.
8. Be objective as a sounding board – assuming of course that he is conversant with all the products.
9. Help with the execution and the documentation of an investments – for a clerical fee NOT as a %age or size of the transaction.
10. Allow you to concentrate on your main business – and send you Quarterly / Six monthly reports and suggest action if necessary.
11. Effectively communicate money with the whole family.
……..more to come as time goes by
Post Footer automatically generated by Add Post Footer Plugin for wordpress.