Your needs and goals change over time. That's why it’s important to review your financial plan with your financial advisor on an ongoing basis.

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GoalQueste, Erik Evans, CFP

The best financial advisor is someone you can be totally honest with. One you can share your dreams with, admit your silly mistakes to, and open yourself up to new ideas and ways of looking at things. (Of course, your advisor should also bring a wealth of experience to the table.)

These are some of our favorite people:

Enlightened entrepreneurs
You know what excites you, and you go out and do it. Chances are that you own a business or professional practice. You surround yourself with enthusiastic, proactive people and trust them to do what they do best. You’re active in all sorts of pursuits, believing that if you do a good job, the money will find you. And it probably has.

Heroes and heroines
Social responsibility and justice are at the core of who you are. There is nothing more rewarding than being in the trenches, fighting every day to alter humanity for the better. You could be a doctor. A veterinarian. Or an attorney who still believes that truth and justice can prevail. Continue your fight, we have your back.

For more than profit
You’re a non-profit with a conscience, someone who believes that doing right is equal to (or even better than) the bottom line. You believe in the marketplace, and in using it to further an economy that gives back to our communities and the world. If you’re there for everyone else, then we’re there for you.

The toughest job you’ll ever love
You’re living thousands of miles away from home, working at your corporation’s overseas office, government agency or donor organization. Your job is to make the world a better place, but when it comes to finance, you’d prefer expertise and advice that reflects your own language and culture. We understand the expat community and we’ll keep your household running smoothly until you get back.