March 2020 by Laura Bracken
I've been looking quite a while for an trustworthy financial advisor who would put my interests first, whose paycheck didn't depend on what funds I chose or what stocks I traded. My husband and I also need to make the transition into retirement, moving from a very aggressive equities portfolio into something less risky. I had ideas of what to do but I was paralyzed, struggling to make the decisions. Geoff helped us go through the process of creating a budget, projecting our expenses during retirement, putting together a financial plan, and adjusting our investments into a less aggressive mix. We did a lot of this by email and then had two face to face meetings in Missoula (where my daughter lives). We paid him a reasonable amount for the advice and expertise, not for doing trades, and will pay more to meet with him as needed, probably every six months right now. This has been such a positive experience, really lifting a burden of worry. Of course, neither Geoff nor anyone can predict future returns or illnesses that can disrupt any financial plan but we feel like we're moving forward on a well reasoned path, working with an advisor who took the time to understand our goals, priorities, and tolerance for risk.
