Compatibility With Financial Advisor

Compatibility With A Financial Advisor With Amida Wealth

May is the season of Nurture, Love, & Care with Amida! This is especially true when it comes to nurturing the relationships in our lives. We often discuss compatibility in relationships – referring to significant others. However, we rarely discuss compatibility with our financial advisor. What does this mean, and why does it matter?

Compatibility with a financial advisor means that your communication style, values, and goals are in harmony. They will listen to your needs, communicate in a way that is easy for you to understand, and provide advice that aligns with your legacy. Oftentimes, they take you to uncomfortable places in your financial journey, hold your hand along the way, and give you a new way to look at things. Compatibility is a must in order for this process to be filled with trust and flow in this beautiful relationship.

First, Examine Your Values

In order to know what we are looking for, we must first understand our values. Values are the guiding principles that shape our beliefs, attitudes, and behaviors. They are the core principles that define who we are and what we stand for. Values vary widely from person to person. Some common values include:

  • Integrity: A commitment to honesty, ethics, and moral principles in all areas of life.
  • Respect: A belief in treating others with kindness, empathy, and dignity.
  • Responsibility: A commitment to fulfilling obligations, being accountable for one’s actions, and making a positive contribution to society.
  • Knowledge: A belief in the value of education, learning, and intellectual curiosity.

Understanding our values can help us make better decisions that are aligned with our goals and priorities. When we make decisions aligned with our values, our wealth energy flows!

Financial Values

Financial values refer to the principles and beliefs that guide our financial decisions and behaviors. Some examples of financial values include:

  • Financial responsibility: The belief that we should allocate our money wisely.
  • Financial security: The belief that we should build a financial safety net, such as an emergency fund or insurance, to protect ourselves and our families from unexpected events.
  • Financial independence: The belief that we should strive to be financially self-sufficient.
  • Financial growth: The belief that we should invest our money wisely and seek to grow our wealth.
  • Financial generosity: The belief that we should use our financial resources to help others, whether it be through charitable giving or supporting loved ones.

Financial values can help us communicate our financial needs and expectations to others. In other words, it provides a framework for us to work towards our financial goals together.

Compatibility: IQ & EQ

IQ (Intelligence) and EQ (Emotional, Leadership, Value Systems) are two different measures which are relevant for the compatibility with a financial advisor.

IQ refers to a measure of a person’s cognitive abilities, including reasoning, problem-solving, and critical thinking skills. A high IQ can be useful for a financial planner because it can help them to analyze complex financial data, understand financial models, and make strategic decisions. On the other hand, EQ, refers to a person’s emotional intelligence. Their ability to understand and manage emotions. A financial planner with high EQ is able to empathize with their clients, build strong relationships, and communicate effectively. They often possess high leadership qualities, and make individual feel comfortable in uncomfortable, new financial situations. Both are essential for balance and harmony.

Financial planning Is An Art Beyond Science

Financial planning is an art beyond science. It involves creative thinking, strategic decision-making, and a personalized approach that is tailored to each individual’s unique circumstances and goals.

Like any artist, a financial planner must start with a blank canvas and use their expertise and experience to create a plan that is customized. This requires careful analysis of the client’s financial situation, including income, expenses, debts, and assets, as well as an understanding of their short-term and long-term financial goals (values).

In addition, financial planning often involves balancing priorities, much like an artist deciding how to balance color, texture, and form to create a cohesive, beautiful piece of work. A financial planner must weigh the potential risks and benefits of different financial strategies and investment options to develop a plan that maximizes the likelihood of achieving the client’s goals. This puts clients in a vulnerable position – trust is essential!

Finally, financial planning requires ongoing monitoring and adjustment, as life circumstances and financial markets can change rapidly. This requires ongoing creativity and adaptability to ensure that the financial plan remains aligned with the client’s goals and objectives.

Overall, financial planning is an art beyond science. Passion, care, loyalty, and enthusiasm is required. What are your values – and what are you looking for? Compatibility with your financial advisor begins with a cohesive vision for your future. This is art, wealth energy, and flow!

Amida Wealth Family Conversations

At your next family or friends gathering engage in a conversation about compatibility with financial advisors. Do your friends and family have a financial advisor? If so, how have their advisors strengthened their confidence when it comes to wealth energy? Perhaps, share stories of positive investment decisions. Money is energy, and Flow is present everyday when we accept that we are abundant. Spread Amida vibes this Thursday, and perhaps, encourage those you love to reconsider what compatibility means through all aspects of their lives. Everything flows together afterall, wealth is not one thing – it is a mindset.

Final Thoughts

Financial advisors are leaders, mentors, and educators. They lead you into the unknown, with confidence and pride. Your vision of wealth, is present for them before you can even feel it! They hold your hand. They are artists, and they are passionate about their role as mentors for those on the path of wealth. Accept the flow, and trust the process! What are your values, and what do you want to create? What is your wealth legacy? Remember, Amida is always one phone call and email away.



218 NW 24th street

MIAMI, FL 33127

Tel. +1305.809.0790



We will be sure to review your submission and get back to you as soon as possible.
Feel free to subscribe to our newsletter to keep up to date with the latest news at AMIDA.

Connect With Us