I can’t quite smell the fall leaves in the air yet. The cool autumn breeze has definitely NOT hit our area either, but I see the backpacks and school buses everywhere. It’s that time again – the start of a new school year. While my youngest is starting as a senior in college (how did that happen?!), this time of year still makes me nostalgic for all that it brings: a new beginning, new goals, the excitement of new things to learn, blank notebooks to fill with fresh ideas.
While much of our financial life can be put on autopilot (saving, retirement contributions, automatic billpay), there is always more to learn at each turn. Our advisors embrace this and truly bring the heart of a teacher to their meetings. An advisor not only guides you on the correct path to help you reach your goals, but can explain your options in a way that empowers you. I have met with advisors who talked down to me from their lofty pillar of knowledge and I felt anything BUT empowered. At Verisail, our team is always learning and our clients are as well. The financial landscape doesn’t have to be intimidating, but can have all the exciting promises of a new school year.