At Perspective Financial Services, our client service centers on six key elements. In this 2-minute video, we summarize our six elements of financial planning and explain how our process benefits you. For an in-depth account of our process, read our How We Do It page.
There are many pragmatic reasons for working with a financial planner. Just as a caring, qualified physician can help you manage your health, recommend preventive care and advise in times of illness, a caring, qualified financial planner can help you manage your finances, provide direction in identifying your goals and help you maintain a balanced portfolio in uncertain economic times.
There is also something to be said of the psychological benefits of working with a financial planner. A sense of control over financial matters, increased peace of mind and more free time are typical byproducts of the financial planning process, enabling you to remain productively focused on personal, family and career ambitions.