It’s Like a Marriage!

May 2, 2023

The relationship you have with your financial advisor should be a personal one. The more open, honest, and transparent you can be regarding your goals, dreams, and fears, the better the outcome. You should be comfortable in sharing with them your most intimate financial details, including your successes and failures.

If you are married, you remember the sacred vows you made at the altar….” for better, for worse, for richer, for poorer, in sickness and in health, to love and to cherish, till death do us part….” It meant that regardless of your circumstances, you were both going to cross the finish line together, as one. You made a COVENANT with your spouse, which is both personal and sacrificial, that you were in this “to win,” and that failure was not an option.

We believe that at the heart of any great relationship, be it marriage or a financial one, is the acknowledgement and recognition of COVENANT. Our relationship with our clients at Moore Financial Strategies embraces the tried-and-true concepts of CARE, LOYALTY, GOOD FAITH, and FIDELITY. Being true to who we are, and always operating with your best interest in mind, fulfills our obligation, while you are being honest and open regarding your financial affairs, fulfills yours. Both parties deserve and expect sincerity and open communication, because we share common goals.

Viewing our practice through the lens of a COVENANT keeps us accountable, focused, and well-grounded, and has served us well for 28 years.