One Resolution That Could Provide You With A Better Financial Future

This hesitation to be fully transparent can significantly impact your financial well-being. Just as a doctor needs to understand all aspects of your health to provide effective treatment, a financial advisor needs a comprehensive view of your financial situation to develop and maintain a truly effective strategy for your future.   

The Importance of Finding A Financial Advisor You Trust    

Given this dynamic, it’s no surprise that 78% of investors say that trust is their top consideration when hiring an investment firm or professional2 – or that 95% of clients who reported having 'highly transparent conversations' with their advisors also reported being satisfied with their financial planning relationship.3  

At WHZ Strategic Wealth Advisors, this understanding forms the core of what we mean by "Unwavering Partnership" in our commitment to provide “Absolute Confidence. Unwavering Partnership. For Life.” It's about building and maintaining the kind of trust that allows for complete openness about your financial situation, your goals, and even your concerns or mistakes. This deep personal understanding is what enables us to be strategically sound in creating and maintaining your financial plan. 

It's why our approach always begins with listening and understanding rather than pushing specific financial products. We believe that effective financial planning must be led by your unique needs, circumstances, and aspirations – not by a predetermined set of investment products or solutions.  

read more below

Ask Yourself If You’re Being Truly Transparent About These 7 Things  

Think about these key areas where complete transparency with your advisor matters: 

- Debt and spending habits 

- Other investment accounts or assets 

- Future inheritance expectations 

- Family financial obligations 

- Business interests or side income 

- Financial goals and concerns 

- Risk tolerance and investment experience 

Each of these forms part of your complete financial picture, and understanding them all is crucial for developing a truly effective strategy. 

Resolve to Embrace Trust and Transparency This Year To Improve Your Finances    

If you don't currently have this level of open, trust-based relationship with your financial advisor – or if you've been hesitant to share certain aspects of your financial life – the new year presents the perfect opportunity for a fresh start. Whether it's with your current advisor or by exploring a new partnership, establishing this foundation of trust and transparency is crucial for your financial success. 

At WHZ Strategic Wealth Advisors, we've built our practice around fostering these trust-based relationships. Our clients know they can share anything about their financial lives without judgment, and that this openness leads to better, more tailored financial strategies. 

We are committed to helping you achieve your financial goals with "Absolute Confidence. Unwavering Partnership. For Life." Schedule a complimentary consultation on our website at whzwealth.com or give us a call at (860) 928-2341 to learn more about how we can support you on your financial journey.  

At WHZ Strategic Wealth Advisors, we've built our practice around fostering these trust-based relationships. Our clients know they can share anything about their financial lives without judgment, and that this openness leads to better, more tailored financial strategies. 

Presented by Principal/Managing Partner & Chief Strategist James Zahansky, AWMA®. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. 697 Pomfret Street, Pomfret Center, CT 06259 and 392-A Merrow Road, Tolland, CT 06084, 860.928.2341. http://www.whzwealth.com These materials are general in nature and do not address your specific situation. For your specific investment needs, please discuss your individual circumstances with your financial advisor. WHZ Strategic Wealth Advisors does not provide tax or legal advice, and nothing in the accompanying pages should be construed as specific tax or legal advice.

1. 2021 State of Personal Finance Report, Ramsey Solutions (surveyed 1,004 U.S. adults) 
2. 2022 CFA Institute Investor Trust Study
3. 2023 Vanguard Research, "Advisor-Client Relationship Study" (surveyed 1,000 clients)