Values
Wouldn’t it be nice if your financial advisor completely understood some of the unique aspects of your personal financial planning goals? For example: retiring one day and serving full time missions with your spouse, sending your kids to college AND on missions, not investing in or supporting certain industries or businesses, giving a certain percentage of your income to your church, etc.
Having a LDS financial advisor makes discussing and planning for these types of goals much more comfortable. But many times you may not be comfortable sharing your personal information with someone in your own ward or stake.
Friendships
There is a concern for many people that if for some reason things don’t work out with an advisor, that they would feel very uncomfortable ending the business relationship. This is understandable since you might already be friends with that person, and you’re going to see that person at church meetings and activities. The last thing you want is to be uncomfortable going to church, or potentially ruining a friendship.
This can make you feel like you might be stuck with or committed to doing business with that person because they are in the same ward or stake as you, even though it’s not working out.
Privacy
There is another concern that may be even more common, which is that of privacy. Everyone is very private about their income, assets, and family dynamics. Your relationship with a financial advisor is probably one of the most open and personal of any, and requires a very high level of trust. For you to share personal information about how much money you make, how much your net worth is (or isn’t), your debt levels, and family situations can make you feel very vulnerable. Many individuals are not comfortable sharing that kind of information with someone in their own ward or stake.
By working with one of our professional financial advisors at LDS Advisors.com, you know that you’re working wtih someone who shares your values and beliefs, and understands your most important goals and dreams. At the same time, you don’t have to worry about sharing personal information with someone local, or ruining a friendship if things don’t work out.
Relationships
At LDS Advisors.com, building long term relationships is paramount. When we take on a new client, we intend to keep that client happy and satisfied for decades to come. We follow a very careful screening process to make sure that the client is a good fit for us, and that we are a good fit for the client. We want to make sure that both the client and our financial advisors are going to be happy working together. This has proven to work very well and our client satisfaction and retention rates are very good because of it.
If you would like to be contacted by an LDS Advisor, just complete the form below. Don’t worry, we respect your right to privacy and your information will not be shared with anyone.
