Macro vs Micro

As we accumulate wealth we typically find ourselves surrounded by a growing cadre of advisors – an attorney, an accountant, an insurance broker, a financial advisor, and other professionals – each tasked with solving a different piece of our financial puzzle. The problem is each piece is being “micro-managed” from within a separate silo with no clear picture of how they fit with the other pieces. Chances are they won’t fit tightly together and then we’re left to manage a disjointed plan.

The further up the wealth ladder we climb, the greater the need for a more integrated approach to life planning. But, this requires a collaborative approach that coordinates the efforts of advisors from various planning disciplines. It requires a team approach championed by a “macro-manager” who can see the big picture and can work with other advisors to forge tightly interlocking pieces of your financial puzzle.

As an independent financial advisor steeped in expertise across multiple planning disciplines, Ferguson Financial is best positioned as the quarterback of your team of advisors, ensuring they are working synergistically in the common purpose of achieving your most important goals.