Greg Erekson

Over the past 18 years, I have learned there are two challenges people face when working toward their financial goals.

First, successful people are busy. When not at work, they want to spend quality time with family and friends. It is not easy to consistently set aside time to ask, “What goals matter most to me?”

Second, even after defining what is important, it is not obvious what to do about it. There are thousands of investment choices, dozens of financial philosophies and the economy is often uncertain.

One solution to these challenges is to hire a professional financial advisor...