Why the Right Financial Planning Advisor is Your Anchor in Economic Turmoil
By Isabella RomeroIn times of calm, financial planning can seem optional. But when markets shake, economies wobble, or life throws curveballs, a strong financial plan — and the right advisor to guide it — become anchors. This article looks at how selecting the correct advisor impacts your outcomes especially when the unexpected hits, and why good planning helps not only with growth but with resilience.
Defining What “Right” Means
What does “the right advisor” look like? It’s someone who:
- Is committed to acting in your best interest (fiduciary duty).
- Listens to your personal situation and goals, not just your financial statements.
- Has experience with crises, volatility, and changing tax/regulatory landscapes.
- Offers a transparent fee model (so you understand exactly what you’re paying for).
- Works with you, not above you — educates, communicates, adjusts.
The art and science of choosing this kind of advisor are described in sources like The Art & Science of Choosing The Right Financial Advisor (Nasdaq) — the “science” being credentials, performance, fees; the “art” being trust, compatibility, communication style.
