What Makes a Good Financial Advisor?

A good advisor is defined by intentionality and proactive empathy. It's the ability to look at a client's entire household (everyone riding alongside them) and recognize the interdependencies that impact their decisions. You aren't just managing accounts; you are managing a legacy and ensuring that every financial decision serves the family's mission without being haphazard. Haphazard is the enemy. Intentional is the standard. A good advisor treats every meeting as an opportunity to strengthen the architecture, not just review the numbers.