Advice You Deserve
Are You Getting the Most Correct and Comprehensive Financial Advice?
Complete The Assessment Below To Find Out If There Is More You Could Be Doing And Receive A Full PDF Report Explaining What Your Answers Mean With Suggested Actions For Each Given Answer.
You see where you stand before we ask for anything. No charge, and no obligation to move a dollar.
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Are You Wondering if…
Three Questions That Bring People Here.
These are the three that come up most, and they tend to show up quietly, usually after a statement or a tax bill arrives. None of them is a comfortable thing to raise with somebody you have worked with for years.
The scope
The scope
You Are Getting All the Advice You Deserve?
Jones Fiduciary Wealth Management
The gap
The gap
There is More You Could Be Doing with Your Finances and Investments?
Jones Fiduciary Wealth Management
The fee
The fee
You Are Getting Your Money’s worth from the Fee you Are Paying Your Current Advisor?
Jones Fiduciary Wealth Management
Before You Start
What This Actually Is.
It is a short set of questions about how your advice works right now. Not about your balances, and not a form that hands you off to somebody who calls you on Tuesday.
You are the one reading the answers. If they tell you everything is in good shape, that is a real result and it cost you nothing.
A handful of questions
About how your advice works today, not about what you are worth.
A few minutes
Most people finish it in one sitting.
No cost
And no obligation to move anything, ever.
Your move after that
Nobody follows up unless you ask them to.
Why I Built It
I Used to Answer This Question Badly.
For years I answered questions about my own advice the way I had been taught to answer them. The words were accurate. They also did not tell anybody very much about what they were actually getting for the fee they were paying.
So I wrote down the questions I would want somebody to ask me. Not the flattering ones. The ones that show whether the advice you are getting reaches the things that quietly decide how much you keep.
I run an advisory firm. Someone who finishes this with a list of open questions is someone I may be able to help, and you should read every word of it knowing that.
You should be able to check. Without moving a dollar, and without sitting through a meeting to do it.
Start Here
Knowing Is Quieter Than Wondering.
If you have read this far, something is probably already nagging at you. Take a few minutes and find out what to ask next.
You can bring what you find back to me, or straight to the advisor you already have. Either one is a good outcome.
You see where you stand before we ask for anything. No charge. No pitch. No obligation to move anything.
