• Care more about you and your money than anyone else that doesn’t share your last name
  • Ask the tough questions everyone else in your life avoids
  • Help you “mind map” your ideas to sharpen your goals
  • Listen, think and collaborate with you
  • Meet with you in person, in the real world
  • Provide ideas for simplifying your financial life
  • Act as a sounding board for all your great ideas
  • Keep you up to date on innovations in technology
  • Be a trusted resource for family and friends
  • Suggest personal contacts to grow your social network
  • Educate and engage your spouse and kids in key discussions
  • Invite you to fun events
  • Research things that Google can’t answer
  • Coordinate with other professionals (CPA, attorney, etc.) as needed