A group of three people discussing a financial plan

70% of Millionaires talk to an Advisor, and you can too!

Why Ask a Financial Advisor? Invest in Your Future, Like a Boss. 

Let’s face it, finances can feel overwhelming. Just like learning to drive, that initial rush of freedom behind the wheel can quickly turn into a confusing maze of rules and red tape. You know you need a plan to get where you’re going, but where do you even begin?

That’s where a financial advisor comes in. They’re not some pushy salesperson trying to sell you a one-size-fits-all solution. A good advisor is your trusted co-pilot, navigating the financial highway with you and helping you chart the course to your destination.

Maybe you’ve heard horror stories, or even had experiences yourself, with advisors who seem more interested in selling products than building a personalized plan. (Helping you weed out those advisors is part of what we do!)

Here’s the thing: studies show that 70% of millionaires have a financial advisor. Now, correlation doesn’t equal causation, but those are pretty compelling odds. Imagine yourself cruising comfortably alongside those financial high achievers. Wouldn’t a qualified advisor be your secret weapon?

Here’s why a financial advisor can be your financial BFF:

  • Personalized Roadmap: Forget generic advice. A good advisor gets to know you, your goals, and your risk tolerance. Then, they craft a personalized financial plan that fits your unique needs.
  • Investment Rockstar: They’ll build a strategy that keeps your money safe and growing, aligned with your comfort level.
  • Risk Shield: From emergency funds to smart insurance, they’ll help you weather any financial storms that come your way.
  • Tax Time Superhero: Minimize your tax burden and maximize your returns – cha-ching!
  • Retirement Navigator: Planning for your golden years? Your advisor will help you set realistic savings goals and navigate those retirement accounts.
  • Financial Cheerleader: We all have moments of money-related weakness. Your advisor will be your financial cheerleader, keeping you focused and moving forward.
  • Financial Guru: Confused by investment jargon? Advisors break it all down into easy-to-understand terms, empowering you to make informed decisions.
Blog Posts-19-7 Steps -Meta-Story

Still Hesitant? Let’s Bust Some Myths:

  • Myth #1: Advisors are Expensive Salespeople: There’s a range of fee structures to fit most budgets. 
  • Myth #2: It’s a Forever Thing: Not so. You control the conversation. Need a quick answer? Ask anonymously. Want ongoing guidance? Need a second opinion? Build a long-term partnership.
  • Myth #3: You Need a Finance Degree: Not at all! Advisors translate financial mumbo jumbo into plain English, so you’re always in the know.

Ready to Take Control of Your Financial Future? OnTrajectory puts YOU in the driver’s seat. Here’s how:

  • You’re the Boss: Ask a question anonymously, share limited data, or dive deep – it’s entirely up to you.
  • Your Pace, Your Journey: Need a one-time fix or a steady hand on the wheel? We cater to your needs.

Don’t wait any longer. Ask your questions and get real answers! Take the wheel and embark on your financial adventure today!

Why ask an advisor?

If you’ve ever wondered, “Should I work with a financial advisor?” or, “Could I get a second opinion?” you’re not alone. You deserve to be in control of your financial future. Having the right team is critical. Whether you are looking for an advisor or just want a single question answered, OnTrajectory has you covered with a stable of independent advisors ready to help you, no strings attached. 

Build a helpful question

First of all, don’t worry! Advisors are great at helping you work through the process, so just start with what you’re feeling and go from there. Life changes often prompt new questions.

  1. If you just changed jobs, consider asking about what do do with a bonus or what to do with your old 401k?
  2. If you are about to get married, ask about the best ways to manage your money together or what to do with your separate accounts.
  3. Maybe you just got a puppy and want to know if pet insurance is a good idea?
  4. Are your investments going to give you the return you are hoping for?

Take a moment to reflect on what you feel when the topic of money comes up, then ask the why or the how behind the feeling. We’re here to help, just take the first step and believe there is peace of mind on the other side.

What happens next?

Our team connects with a licensed financial professional to respond to your question. It’s up to you where to go from there. You can continue the conversation or start planning on your own with OnTrajectory. When you’re ready you can ask another question to that same advisor, or ask someone new. You are in control. We only share what you want us to share.

What are people saying?

Thank you for this information and please pass on my thanks to the financial advisor. I will review this information... As an aside, I have been a long time member of and user of On Trajectory and I like all the new features added over the years. Please keep up the great work. This is a powerful application and tool and very intuitive to use. Two of my friends are now users, along with my son.
Michael P
OnTrajectory Unlimited User