I was definitely intimidated by the idea of meeting with a Financial Advisor. I kept imagining an impeccably groomed someone who was very cold and calculating with suits that cost more than my car.
Well. He was impeccably groomed, but not cold. Sam Flaherty is wonderful.
He met with us after my husband got off of work. He educated us with regards to what financial planners do, and how to research credentials. He talked to us about what typically happens when people inherit and shared a couple anecdotes illuminating pitfalls.
He is everything I wanted in a financial advisor. He had excellent comprehension of what our current situation is, and where we would like to be. He had no judgements -- as he said, our money is not emotional to him, so he doesn't care if our dream is to own race horses or sell trinkets on the internet or to begin the great american novel. He simply wants to make sure we're in a position to do it.
We ended up moving out of state, so it didn't make sense to go with him. But I think of him fondly and often and I cannot recommend him highly enough. read more
