1) A Financial Landscaper isn’t the dull banker across the street in a strict suit & tie. A Financial Landscaper keeps it professional, but casual so it’s easier to talk to like a real person and not a banker robot.
2) Keeps it real AND keeps it simple. Though a plan can seem complicated and have lots of intricate details, it’s the goal of a good Landscaper to explain any complex issue in easy understandable details while keeping true to all the facts present
3) Fun to talk with over coffee/smoothie/lunch. Forget about sitting in a sterile office. Take a break from the day to day grudge and chat about life. Share life experiences and goals for down the road to help understand what is important for your financial future.
4) It’s not just about the numbers on a statement, but habits you form for long term financial growth. Sometime the smallest habit can snowball into an avalanche of problems down the road.
5) Failing to plan is a plan to fail and we all know you don’t want that. Have a plan on paper to refer to helps keep your mind in the right place. The other way to keep on track is someone to hold you accountable for your goals and habits, where a Financial Landscaper comes to play.
