I founded my own advisor practice in 2004 with one purpose. I was going to help clients organize their financial lives.After spending three decades working in the corporate world, my takeaway was that executives and business owners (specialists in their respective fields) often needed help to make informed financial decisions. Not so long ago, I was a business owner seeking guidance, and now I am a source of knowledge for executives as they approach complex benefits such as executive deferred compensation plans. When I work with someone, I don’t sugarcoat what we learn when we review current needs and outline long-term goals, some of which may require discipline, patience and dedication to achieve them. For those who are ready to start or restart planning their financial future, I suggest beginning by having a candid conversation with a fiduciary financial advisor.