Have you ever gone to a nice restaurant, enjoyed a delicious meal and then tried to make that same meal at home? Many of us probably have! But if you’re like me, halfway in you realize there is so much more to it than you thought, it turns into a complex and timely process and it doesn’t come out as well. There are reasons those meals in restaurants taste so good – the chefs have had years of training and practice.
Similar to cooking, money management can be complex as well. Rarely are there simple answers or strategies and usually challenges arise requiring adjustments to be made. Like a highly trained chef selecting and blending ingredients and methods of preparation to create a meal just for you, a financial advisor should listen to your goals and then use their knowledge to prepare a mix of financial instruments to create a customized plan for your needs.
Throughout my life, I have enjoyed both learning to cook and helping people with money. In combining these two passions together we hope to bring a menu of ideas to both your dining table and your wallet.
Bon appetite!
Mike Spieler, Owner, Sherpa Financial Advisors
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