People who resonate most with GuideStream Financial generally possess these traits:
1. They have one or more of the following questions:
• Am I on track for retirement?
• When can I retire?
• Will I run out of money?
• Have I made the right investment decisions?
• What is my portfolio’s return requirement?
• What is the best way to leave a legacy behind to the people and causes that I care about?
2. They desire a relationship with a financial guide. They want to delegate financial planning and investment management to someone they can trust.
3. They appreciate the concept of investing based on personal goals, values, and a long-term financial plan.
4. They are comfortable having investments in the stock and bond market.
5. They have consistent control of cash flow and debt.
6. They possess a long-term view of investing with a timeline of greater than 5 years.
7. They resonate with the financial Biblical-stewardship worldview as a way to care for their family and ministries/organizations they are passionate about.
8. They are not with a current advisor or are open to a second opinion.
9. They are comfortable with a remote relationship with their advisor.