relationship founded on trust understanding and patience remember building a nest egg takes time knowing that you have a partner by your side every step of the way is a huge advantageyour professional is always looking for the financial solutions to fit your current situation all while managing your risk so when life changes your professional is ready to help you make the right financial decisions to change with iton the flip side advice youll find on the internet tends to be reactionary and nearsighted the latest trends rocket to the top of the feed only to be quickly replaced by something else meanwhile online and tv personalities typically have competing agendas and sometimes that can simply be improving their ratings or selling their latest booksso while every client relationship is different you should anticipate working closely together meeting at least once a year to reevaluate goals and staying in touch via phone or email to ensure youre staying on trackyou are not a financial professional and thats okaychances are you dont have a degree in finance or economics you probably dont have any professional certifications or accreditations in financial services the initials after your name are more likely to be jr or iii than cfp or ciia and thats okaymost people are not financial professionals or money professionals of course yet those who are in that profession not only have the right qualifications and credentials but they also have your financial goals in mindwhen you work with a financial professional youll have an advocate in your corner someone who understands your unique financial needs and family situation and how to tailor a solution around both that is a very good thingcrn202202260465disclaimer content produced by massmutual