Eat A Colorful Plate
Like some children, I was a picky eater. When I was 5 years old, my grandmother used to say to me, "You've got too much brown on that plate. Eat a more colorful plate. Wouldn't it be better to eat some yellow, green, red or blue?" It was better. She wanted me to grow up healthy. Her language, experience, and guidance helped me understand and take action to move toward a better life.
It starts, continues, and ends with what is important to you. I ask questions and listen. We work together to develop a financial map to where you are headed and where you want to go. I use plain language, stories, and pictures to help you understand and make good decisions about your financial options. You feel more confident about your decisions and direction. Reaching your financial goals is my priority.
Find a financial advisor who listens and talks with you in words you understand. Seek someone with heart, wisdom, excellence, ethics, and your interests ahead of their own. Your financial health can be stronger and more flexible if you look at both the small details and the big picture. Prioritize and balance your values, dreams, and goals using a wise mixture of strategies, products, ideas, and techniques.
My grandmother was teaching me the lifetime benefits of diversification. You too can eat a colorful financial plate. Don't let years go by, too many choices, or complicated words keep you from a financial life which matches your values.
Kent Copeland