Blog Posts

By Marc Shaffer

As a financial planner, I am an advocate for planning and coaching that helps you get the most out of life. For the first 35 years of my life, I steered my own ship toward my destinations of choice. I would call myself a driven individual with personal goals that I liked to achieve each year, and I always had the freedom to make those happen exactly how I chose.

When I got married, new life goals were developed, and I decided a life coach could really be beneficial into making the transition from individual to couple. I wanted to make sure I was as strong in my marriage as I was before.

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We are something other than what we imagine, something greater. We heed that mysterious calling—to connect ourselves with others. That’s the voice of gratitude. That’s why we say thank you.

Gratitude is not so much a moral obligation. It is a yearning to step beyond ourselves.

Gratitude links us to that raw precept expressed in President Lincoln’s sweeping, majestic prose in his first inaugural address: “…when again touched, as surely they will be, by the better angels of our nature.”

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Finding your place in the financial industry can be an overwhelming task. There are a multitude of position types available and you don’t want to waste years determining which one is right for you. We believe internships should be structured to give students a day-to-day glimpse into what it takes to work for an independent RIA firm. This means you do more than just make coffee…a lot more!

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The 5 Fundamentals of
Selecting the Right Advisor

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