For some investors, without the time, talent, or temperament to confidently handle their financial matters, working with a financial adviser may be having financial peace of mind. Most people in search of an adviser are looking for someone they can trust. Furthermore, keeping that trust means treating clients as people not as portfolios. This is why Prince Financial Advisory begins a client relationship with a financial overview or analysis. This analysis can include a discussion of your spending plan and your objectives for saving and investing, a review of your employer benefits including a company retirement plan, a review of life insurance, a discussion of risk tolerance and what it means and how your current invested assets are positioned. In addition, this overview would include expectations for the day when you want to stop working to live off of your invested assets and the need to update or prepare your estate planning documents (will, health care directive, durable power of attorney). Once this financial overview is first prepared, the next step is to implement any recommendations. You may decide to hire Prince Financial Advisory, LLC to help implement investment recommendations and to monitor these investments on an on-going basis. Prince Financial Advisory, LLC does not outsource the investments. Instead a detailed process of selecting appropriate mutual funds and ETFs (exchange-traded funds) is used for the investments.