A financial adviser is a professional trained to educate, support and provide the strategies needed to get the finances in order and achieve personal finance goals.

An adviser typically focuses on fundamental financial issues or habits. Work with clients to help them change or modify behaviors around money and create a financial plan that fits their goals and needs.  An example of this would be to help a client identify where he can reduce spending to create more savings, help him get out of debt, or understand what emotions in relation to money could be creating obstacles to good financial management. 



Lourdes Corujo

Financial Services