Open Up More Than the Books with Your Financial Advisor

Money can touch many aspects of your life, so get ready to talk with your advisor about more than dollars and cents. Buckingham’s Emilie Schaffer in The New York Times on why sharing more about your finances can result in better planning.

 

 

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Emilie Schaffer, CFP®, CRPC®

Today, as a wealth advisor, Emilie enjoys educating clients and giving them a sense of empowerment and peace of mind about their financial decisions. As part of an advisory team, she helps craft comprehensive financial plans and evidence-based investment strategies aligned with clients’ short- and long-term goals. Emilie sees the importance of gaining a thorough understanding of a client’s values and objectives to better create customized solutions through tax-efficient strategies, risk management and estate planning techniques.

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