Reason #9 Why Clients Hire Merriman: Family Continuity

Reason #9 Why Clients Hire Merriman: Family Continuity

Our work at Merriman is all about empowering our clients to live their lives fully. Having a financial plan in place for even the most unpredictable aspects of life provides peace of mind, allowing people to focus on what they love to do most.

We conducted a survey to see why our clients chose Merriman and why they’ve continued to work with us throughout the years. We compiled their top ten reasons why—in their own words—and decided to showcase their responses in a ten-part blog series. This is part nine, out of ten.

Reason #9: “I know my family will be taken care of even after I’m gone.”

Life is about living! At Merriman, we get that. We’re here to help you gain control of your finances and get your money to work for you and your family, while you’re here and even after you’re gone. We find having a plan in place and knowing that everything is under control makes things crystal clear. It’s like preparing for the worst. When there’s a plan in place, there’s less room for stress. There’s more freedom.

Are you confident that your other family members will be taken care of even after you’re gone? An advisor who understands your values, wishes, and financial standing will often be an asset to other members of your family or business partners. Your personal advisor can provide family continuity. Plus, an advisor will help you think about how you want to prepare for the unpleasant aspects of life, like death or the idea of dementia, and work to provide a continuation of whatever plan you put into motion.

We’ve each got our own passion about living. Our Chief Operations Officer and Chief Investment Officer Kristi de Grys proudly owns a flag that flew in one of the space shuttles. Paresh Kamdar, one of our Wealth Advisors who loves to travel, could eat Vietnamese soup, ramen, and tacos for the rest of his life. Michael Van Sant, another one of our Certified Financial Planners, took his family abroad last year for the first time and has slowly been getting back into music, thanks to the inspiration and encouragement from his thirteen-year-old daughter. We’re all about being here and being present for the lives we’re living. Once you join our Merriman family, we take care of the financial aspects and you take care of the rest: you can get back to living.

If you’d like to feel more in control about your finance future, contact us! We’ll get to know you, your goals, and your future plans, so you can start focus on living life fully. We’re looking forward to hearing from you and having you join our family!

Check out the previous installment in the series.

Reason #8 Why Clients Hire Merriman: We Hold You Accountable

Reason #8 Why Clients Hire Merriman: We Hold You Accountable

Our work at Merriman is all about empowering our clients to live their lives fully. Having a financial plan in place and professional investment management provides peace of mind that allows people to focus on what they love to do most.

We conducted a survey to see why our clients chose Merriman and why they’ve continued to work with us throughout the years. We compiled their top ten reasons—in their own words—and decided to showcase their responses in a ten-part blog series. This is part eight, out of ten.

Reason #8: “I’m grateful you guys hold me accountable. Otherwise, I probably wouldn’t do it.”

Staying accountable is a powerful tactic that works well whether you’re trying to eat more vegetables, show up to 52 yoga classes per year, or finish the first draft of your novel. The same applies in financial planning. You’re much more likely to stay on track when you’re regularly checking in with someone. That’s where we come in.

An advisor will help you take decisive action and hold you accountable to your plan, keeping you on track to achieve everything that’s important to you. Think of your financial path forward as something that’s all yours. We make a plan to mirror the life you’re hoping to live. This is about what you want and what you’re striving for. Then, we hold you to it.

If you’d like to feel more confident about your financial future, take the first step: contact us. We’ll get to know you, your goals, and your values, so you can start living life fully. We’re looking forward to hearing from you!

Check out the previous installment in the series.

Reason #7 Why Clients Hire Merriman: We’re Encouraging

Reason #7 Why Clients Hire Merriman: We’re Encouraging

Our work at Merriman is all about empowering our clients to live their lives fully. Having a financial plan in place and professional investment management provides peace of mind that allows people to focus on what they love to do most.

We conducted a survey to see why our clients chose Merriman and why they’ve continued to work with us throughout the years. We compiled their top ten reasons why—in their own words—and decided to showcase their responses in a ten-part blog series. This is part seven, out of ten.

Reason #7: Merriman gives me encouragement when I need it most.”

Working out. Eating right. Making a financial plan. If any of us are going to transform healthy habits into a lifestyle, we all need support and encouragement along the way.

Last year, Aimee Butler, one of our Merriman Wealth Advisors who is also a certified Financial Planner, had a new year’s resolutions to focus on growing her yoga practice from attending 100 yoga classes per year to 150. You can read her whole story here: “Why Downward Dog is Greater Than Wine.

Whether it’s getting to a yoga class three times a week or scheduling a time to review your financial plan, Aimee found that it’s easiest to transform a small goal into a lifestyle when you find an accountability partner who keeps you on track and motivated. In the same way a personal trainer helps you get into shape, a financial advisor encourages and motivates you towards financial health. If you’re looking for a little encouragement, we’re here to help you find just that.

This year may be about spending more time with your family and less time in front of a screen. Or, it might be about booking that dream vacation or volunteering for a cause you care a lot about. If sitting down with a financial advisor is on your list, call us. We love being encouraging financial guides so you can get back to living your life to its fullest.

To learn more about how we can help you unlock financial freedom or to schedule a discovery meeting, contact us via our website or call 206-285-8877.

Check out the previous installment in the series.

Reason #6 Why Clients Hire Merriman: We Offload the Tougher Tasks

Reason #6 Why Clients Hire Merriman: We Offload the Tougher Tasks

Our work at Merriman is all about empowering our clients to live their lives fully. Having a financial plan in place and professional investment management provides peace of mind that allows people to focus on what they love to do most.

We conducted a survey to see why our clients chose Merriman and why they’ve continued to work with us throughout the years. We compiled their top ten reasons why—in their own words—and decided to showcase their responses in a ten-part blog series. This is part six, out of ten.

Reason #6: Merriman offloads tasks, making my to-do list even shorter!”

If you’re not someone who lives and breathes number crunching and financial planning like us, there are probably things you don’t want to spend your time doing. That’s another reason why our clients love us!

When you work alongside a financial advisor, we step in and handle the financial details you’d rather not focus on. We take care of the heavy lifting. While we do the things that we love to do, you can get back to the more enjoyable aspects of your life. If you’re looking for some way to shrink your financial to-do list, give us a call.

We find “paralysis by analysis” is quite common with clients—initially. Our collaborative approach to financial planning starts with a discovery meeting that leads into strategic implementation. After we get started, you’ll feel the benefits of financial planning and see your to-do list getting smaller and smaller. 

To learn more about how we can help you unlock financial freedom or to schedule a discovery meeting, contact us via our website or call 206-285-8877.

 Check out the previous installment in the series.

Reason #5 Why Clients Hire Merriman: We Increase Confidence

Reason #5 Why Clients Hire Merriman: We Increase Confidence

Our work at Merriman is all about empowering our clients to live their lives fully. Having a financial plan in place and professional investment management provides peace of mind that allows people to focus on what they love to do most.

We conducted a survey to see why our clients chose Merriman and why they’ve continued to work with us throughout the years. We compiled their top ten reasons why—in their own words—and decided to showcase their responses in a ten-part blog series. This is part five, out of ten.

Reason #5: “Working with a Merriman advisor increased my sense of confidence.”

If there is only thing you could do right now to feel more confident in your financial future, sitting down with a professional to develop a financial plan is it. Determining goals, setting priorities, and deciding on a course of action for reaching those goals provides a sense of clarity. There’s also an increased sense of confidence. We’ve seen this happen time and time again: when our clients feel confident about their financial health this confidence radiates into other aspects of their life, too. When you have a better sense of what you can say “yes” to, there’s an ease and a greater feeling of control.

To help our clients at Merriman be truly successful in achieving their goals, we offer a comprehensive wealth management approach, one that encompasses everything from investment planning and risk management to estate planning and charitable giving. We help build custom financial plans that are right for you so you and your family can focus on what’s most important to you. Our investment plans and portfolios are based on decades of academic research, backed by science, and validated by our expert advisors and certified financial planners. Get back to enjoying life without second-guessing it.

If you’d like to feel more confident about your financial future, take the first step in creating your financial plan by contacting us. We’ll get to know you, your goals, and your values, so you can start living life fully. We’re looking forward to hearing from you!

Check out the previous installment in the series.

Reason #4 Why Clients Hire Merriman: We Provide Validation

Reason #4 Why Clients Hire Merriman: We Provide Validation

 

Our work at Merriman is all about empowering our clients to live their lives fully. Having a financial plan in place and professional investment management provides peace of mind that allows people to focus on what they love to do most.

We conducted a survey to see why our clients chose Merriman and why they’ve continued to work with us throughout the years. We compiled their top ten reasons why—in their own words—and decided to showcase their responses in a ten-part blog series. This is part four, out of ten.

Reason #4: “Merriman provides what I’m looking for: validation.”

In the grand scheme of wealth management and investment policy, you may already have a sense of what you’d like to build and which direction you want to go. There may be certain investments you’d like to make or strategies that match your lifestyle. Even if you are someone who has an innate sense of financial strategy, teaming up with an advisor gives you a certain confidence that you’re on the right track and making the best decisions.

It can be extremely helpful to partner up with an advisor and have him or her validate your thoughts. In addition to our expertise, we offer clients that validation. Lowell Parker, a Merriman Wealth Advisor and Certified Financial Planner who focuses on retirement income and goal-based planning for pre-retirees, says this kind of partnering up with clients is his favorite part of the job. He said, “The ability to partner with my clients to help them achieve their financial goals and provide peace of mind along the way is why I love what I do.”

Whether you’re someone who has an idea of which way to go or you’re someone who is open to suggestions, an advisor offers opinions and strategies to match who you are, what your values are, and the life you’re living. They may even bring up additional items or suggest supplemental insight that you might not have considered before. 

At Merriman, we owe allegiance to our clients and their financial future which is why we custom craft your plan. Our advisors are here to help you every step of the way. Together, we help create a smoother investment journey and make your financial road easier and more secure.

To learn more about our unique approach at Merriman and how we can help you unlock financial freedom, call us at 206-285-8877. You can also contact us here to schedule a discovery meeting. We’re looking forward to hearing from you! 

Check out the previous installment in the series.