With everyone stuck at home, right now may be the perfect time to find a financial adviser. “I have very many clients who came to me during or immediately after the 2008-09 financial crisis,' one said.
The coronavirus crisis has shaken many Americans’ routines, with unexpected health emergencies, lost or reduced wages and government-mandated lockdowns keeping most people at home.
So many Americans are relying on technology these days to communicate with colleagues, families and friends for work, birthdays and weddings, said Rob Greenman, lead adviser and partner of Vista Capital Partners. Finding and working with a financial adviser is no different. “There’s one thing most of us have an abundance of these days — and it’s time,” he said.
Prospective clients should also ask advisers how they would work with clients on an ongoing basis and how they’re paid, said Eric Walters, managing partner and founder of SilverCrest Wealth Planning. “Consumers should look for an adviser who provides a plan for retirement, a plan for investing, a review of their insurance needs, a review of their estate planning and a review of their tax planning,” he said. “Those are the key areas of planning that everyone would benefit from receiving.
There’s so much uncertainty right now, about when the economy will reopen, how people will financially manage in the coming weeks if they’ve lost a job or suffered reduced earnings and even if there will be another wave of coronavirus cases later this year.Still, money problems won’t be resolved immediately, even if someone begins working with a financial adviser right now.
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