Transcript

It takes a very special person to work at Rebalance. Of course everyone on our team is highly credentialed and has all the necessary license and backgrounds to provide investment advise and support, but even more important, we look for and we have found an amazing team of people who have great empathy. They have a lot of life experience.

They’ve lived through the kinds of things that our clients are living thought. They understand the various decisions and emotional impacts those decisions have with respect to money for an individual and the family. And in effect, a lot of our advisers end up coaching clients and supporting them through this journey to fund their retirement.