The Role of the Trusted Advisor: A six-step financial planning process guided by listening, personal analysis, realistic recommendations, and challenging advice.

Diagram illustrating the role of a trusted financial advisor, showing a circular process with six steps: establish core values and financial goals, gather financial information, analyze information and create financial plan, present financial plan and advise on investment & tax strategies, implement financial planning strategies, and review progress. The center highlights key advisor traits: listening, personally analyzing your situation, making realistic recommendations, and serving and challenging.