June 23

Coffee with Mike – What It’s Like Working With Mike



What should the relationship between a financial advisor and client look like? There are times where you need to have an ongoing relationship, where you need some training or you need some ideas of what you really want to accomplish--you may not be sure of what you want to accomplish. You’ve heard about retirement and you’ve seen other people retire, but you’re not really sure what this looks like for you, and you’re not really sure what you want your life to look like along the way. And so, we’re going to have a continuous relationship until you get that straightened out.

Eventually, what I think will be the most favorable relationship for me as a business and for you as a client is to think of me as a resource. Make me another book on the shelf that you can consult, that when you have a certain question, or when you have a certain situation, you know that you can talk to Mike. You’re going to get an unvarnished answer, you’re going to get something that is real for you. I can help you make your decision that is best for you, and you’re going to feel confident about it. That’s what I’m looking for in a relationship, and I think that could happen for years on years on end. As long as I’m in business--and as long as I’m alive, I’m going to be in business--I want to be around for you. 

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