When the Davies family relocated to Kansas City, they were thrilled about their new journey. However, as they started to contemplate their future, managing their diverse financial accounts became a challenge. Their previous advisor from Edward Jones in Iowa no longer seemed suitable. The challenge was sifting through the plethora of financial advice available.

Let me explain.

This is not about me. I’m not trying to play some kind of reverse psychology trick on you.

This is not a message of “just pick yourself up by your bootstraps and do it yourself” (more on that below).

This is not challenging the value of financial planning.

This is not challenging the value of a financial planner.

Oftentimes the writing is on the wall when it comes to putting an end to a relationship. Other times, the evidence is a little more discreet and subtle.

When it comes to your financial advisor, there's no reason that you shouldn't be completely satisfied with your advisor.