An effective and beneficial client-advisor relationship requires several important elements. First and foremost is mutual trust. The client must know that the advisor has placed his/her best interests above all else---even the advisor’s own interests. This is the foundation of ‘fiduciary responsibility.’
Clear and open lines of communication are critical in establishing and maintaining this trust. During our conversations, we will expect you to share goals, dreams and personal values in order to establish commonly understood objectives.
It’s also important that there be a good “fit” between the advisor and client. Ideally, we’ll share similar perspectives towards money, investing and life planning. So, who would be a good fit with Olympic Financial Advisors? Clients who are:
Goal-oriented, who are willing to commit to the process, understanding that there will be work involved.
Comfortable delegating and trusting an advisor as a long-term partner.
A person who is seeking to consistently “beat the market” is not a good fit.
A person who enjoys a casual atmosphere. OFA is a home-based office in Port Townsend. The office is a comfortable, casual environment, and working from home part time allows us to spend more time with family. Client meetings can also be held at your home or place of business, or in a private meeting room at CoLab in beautiful downtown Port Townsend.
Contact us today to schedule a complimentary initial meeting to discuss your situation and goals.