Clients rely on us for these 10 Reasons

At Merriman Wealth Management, we take financial planning off our clients’ plates so they can spend their time and energy doing what they like.

Asking our customers about the value they get from working with us is something we’ve been doing for a few years now. We’ve put up a ten-part blog series that explains why our clients choose us. The following is a list of the top 10 reasons customers choose to work with us.

Helping you weigh your options is the first reason

Everybody has an iPhone and a search engine like Google in their pocket these days. Personalized financial advice isn’t something that Google excels at, but it’s wonderful for things like finding baking recipes and movie trivia. Google can’t help you plan your financial future. It’s possible at Merriman. You can find out more here.

Second, we are able to cut through the clutter

There are several components to financial planning, and it is sometimes helpful to have a new viewpoint in order to make sense of what seems to be chaos to us.

We term it “analysis paralysis” when individuals are unable to begin an analysis because there is just too much to consider. It’s not starting at all that’s the largest obstacle to financial development most of the time. You can find out more here.

Reason number three: We allow you to reclaim your time.

No, you wouldn’t be able to make these difficult financial choices without ever second-guessing yourself if you were able to choose the right assets. Just how much investigation would you have to do before you were sure of your decision? The amount of time you’d have to spend researching a single financial choice may interfere with your ability to spend time with your loved ones or see the globe. You can find out more here.

Reason #4: We Validate Our Customers’ Opinions

You may already have a general idea of what you want to achieve in terms of wealth management and investing strategy. It’s possible that there are assets or techniques that are right for you. It doesn’t matter if you’re a financial genius or not; working with an adviser provides you the confidence to know you’re on the correct path and making the greatest choices. You can find out more here.

Reason #5: Confidence is boosted.

Sitting down with a professional to build a financial plan is the one thing you can do right now to feel more secure about your financial future. It’s easier to focus when you know what you’re aiming for, what your priorities are, and how you’ll get there. Confidence has also risen. You can find out more here.

Reason #6: We Delegate Difficult Work to Others.

Unless you’re an accountant or financial planner, you probably don’t want to spend your time doing the things we do. You can find out more here.

Merriman’s #7 Reason for Clients to Hire Us: We’re Motivating.

A financial adviser is similar to a personal trainer in that they provide encouragement and motivation to assist you to achieve financial well-being. We’re here to provide a hand if you’re in need of some inspiration. You can find out more here.

The eighth and last reason is that we hold you liable for your actions.

When it comes to accomplishing your goals, accountability is a great tool that works well whether you’re attempting to eat more veggies or attend 52 yoga sessions a year. Financial planning is no different. To keep on track, it’s best if you have someone to check in with on a frequent basis. You can find out more here.

Reason #9: Maintaining a Relationship with One’s Extended Family

It’s time to live! Merriman understands this. Your money should be working hard for your family, now and after you’re gone, so we’re here to assist. Having a strategy in place and being certain that everything is in order helps us see things clearly. How can you prepare for the worst, you ask? There is less space for anxiety when a strategy is in place. A greater degree of autonomy is available. You can find out more here.

Motive No. 10: The Fault of Someone Else

Nobody, not even the most seasoned or well-informed counsel, has the power to stop the markets from moving. It’s normal for markets to fluctuate. They will continue to do so. Putting the blame on an adviser is simpler than blaming each other if and when the market goes down. A third-party scapegoat has been reported by our customers as an effective means of resolving conflict in difficult situations. This “safety feature” is very important to our clientele. You can find out more here.

Our financial experts can help you feel more assured about your financial future. Before putting up a strategy, we’ll spend some time getting to know you, your aspirations, and your core beliefs. Reach out to us if you’d like to learn more about how we can assist you. Helping folks return to their normal life is one of our favourite things to do!

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