[simage=6744,400,y,center]

Kerry Garcia doesn’t watch the ups and downs of the stock market very closely. Sure, it’s on her computer screen at work, but she isn’t focused on it. She believes that those with a diversified set of investments can weather most storms.

Kerry and I sat down last week to discuss issues of financial planning. She shared with me that everyone is different, and that there is no one size fits all investment strategy. Everyone has different goals, and different perspectives on risks.

To Kerry, it is important to have a conversation–an ongoing conversation with her clients. She says an investment advisor can’t assume anything, and that a regular conversation is important. Some clients prefer to meet once a year, others once a month. It’s up to the client.

She very much enjoys getting to know people, and helping them. I had a great time talking with Kerry, and I think you will enjoy listening to the interview very much.