In my previous blog post, I discussed how we leverage team work to ensure a successful experience for our clients. Another one of our core values is creativity.

This year, John and I diligently read through a book called Traction, and found ourselves driven to better serve our clients by applying the principles we read about.

What is the CandorPath way? It’s taking the time to really get to know you before we advise you on how to reach your goals.

Investopedia defines a financial advisor as someone who “provides financial advice or guidance to customers for compensation. Financial advisors can provide many services, such as investment management, tax planning, and estate planning. Increasingly, financial advisors are providing a range of services from portfolio management to insurance products as a one-stop-shop.”

With the uncertainty of our current circumstances, it’s impossible not to experience some level of fear. And while we can’t prevent feeling it, we can prevent it from controlling us.

Recently I sat down with some clients who own their own business, and let me know they were working on outsourcing and automating a number of things within their business so they could take a step back. Then they asked, “Now what?”