I have spent time in most parts of the financial services industry. I worked for an insurance company, was an employee of a big box financial company, and have owned a financial firm. As an industry, advisors are taught to find clients with large portfolios... basically finding people who have already done most of the right things.
But I think advisors are missing a very important group of people. People like you. People who WANT to do the right thing, but aren’t sure where to start and don’t have a lot of time to focus on things like planning and investments.
This is why I started Convergent. And, it’s where the name “Convergent” comes from. We bring all those scattered pieces of your financial life together to move you towards your goals.
Do you think about how to pay for your children’s college? What amount of money you need to save for retirement? And maybe something more fun like how to pay for a new kitchen upgrade or a dream vacation? I know I do.
We want to move you from the thinking to the doing!
We understand that you are busy and you don’t have time for endless meetings, and you probably don’t care about fancy reports that are designed to show you how smart your financial advisor is. Stop paying for the number of pages produced and start paying for advice.
Life is complex but solutions can be simple. We want to help you identify your next target and then coach you on how to take small steps to achieve that goal. It really is as simple as taking a small step to move in the right direction. We want you to make progress and to celebrate your achievements.
The bottom line is this: If you’re happy with the path you’re on, don’t change anything. But if you are like most of us and you agree it’s time to get started, give us a call.
