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.

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.

 

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!

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! 

Happy New Year!

Happy New Year!

 

2019 was a year of highs and lows, mixed economic numbers, political maneuverings, and ongoing recession worries. In other words, a fairly ordinary year in the late stage of an economic expansion.

We don’t yet know what 2020 will bring for the economy, for markets, or for our own lives. We can’t control what happens in markets or what happens in DC. But, we can control some things.

As we usher in a new year with great expectations, let’s take a moment to recommit to the factors we can control:

Harnessing the Power of Our Dreams

We know you don’t want to grow and protect your wealth just to have a big portfolio. Money is a tool that you can use to reach your aspirations, retire in comfort, create change in the world, and leave a legacy of love. It’s the desire to see you achieve your dreams that drives us to work tirelessly on behalf of our clients. Remembering your goals and keeping them close at hand will help you commit and achieve them.

Building Better Financial Behaviors

Too many investors focus on markets when they should focus on themselves, their hopes, their goals, and their dreams. Identifying the choices in our control isn’t just a good financial lesson, it’s a great life lesson, dating back to ancient Greece, when the Stoic philosopher Epictetus said:

“The chief task in life is simply this: to identify and separate matters so that I can say clearly to myself which are externals not under my control, and which have to do with the choices I actually control.”

Time in the Market, Not Timing the Market

The best day to invest in the market is the day after you get paid. The most potent factor you have as an investor is time. Markets are unpredictable, and those who jump in and out based on emotion or “gut feelings” about tops and bottoms typically do worst of all.

May you and your family enjoy all the warmth this season has to offer and a new year filled with love and success!

Reason #3 Why Clients Hire Merriman: We Help You Get Your Time Back

Reason #3 Why Clients Hire Merriman: We Help You Get Your Time Back

 

At Merriman Wealth Management, there’s nothing we love more than taking on the burden of financial planning so our clients can get back to spending their time and energy doing the things they love.

Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. We’ve compiled the top ten reasons why clients hire us and we will be showcasing these responses in this ten-part blog installment. Here is part three, out of ten.

Reason #3: “Merriman saves me time.”  

At Merriman, we work to help you invest wisely, live fully, and keep time on your side.

If you could adequately choose investments, decide on a savings plan, and develop a strategy for your family, would you be able to make these hard decisions without ever second guessing yourself? How much research would it take to feel confident you are making the right choice? The amount of research you’d need to do in order to make a single financial decision could eat into the time you spend with your family or traveling the world.

Living fully means living your life, and working alongside a financial advisor means you don’t need to spend hours understanding financial markets or researching saving strategies. This frees you up for more living!

Markets shift. Times change. And Wealth Advisors and Certified Financial Planners give you the information you need so you can feel confident in your financial decisions. We also hold you accountable, which in the long run saves you time and increases your chances of reaching your financial goals, more so than if you were working toward these goals on your own. We all need accountability. Even financial advisors need advisors!

Merriman Wealth Advisors do more than simply invest your money. Even when life gets busy and you don’t feel like you have the time, we keep you on track with your financial goals.

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.