A trusted advisor seeks to understand the financial needs, concerns, and aspirations of investors, serving as a coach to help them reach their goals.
Link to Dimensional Fund Advisor Video
Source: Dimensional Fund Advisors, 22nd February 2024.
How we help
We can help take the effort out of this for you by demonstrating how this would work for you and your family and providing you with one cohesive Holistic Lifestyle Financial Plan.
You can arrange a meeting by clicking here to access my diary, email info@smartfinance.ie or call 087 8144 104.
