The One Question Every Financial Advisor Should Ask

Written By Christopher Swan, CFP®, MBA

When it comes to financial planning, it’s easy to get caught up in investment returns and stock prices. But one crucial question that every advisor should ask is: “Are you trying to make a living, or a life?”

Most of us want to build a life that reflects our values and goals. Whether it’s owning a business, traveling, or pursuing a passion, aligning your financial plan with your ideal lifestyle is essential. A good advisor helps you map out your goals, ensuring that your money supports your values.

At Swan Capital Financial Planning, we believe that financial planning is about more than just numbers—it’s about helping you live the life you truly want.

Christopher Swan, CFP®, MBA

In 2010, I started my career in financial services.

Making phone calls for independent advisors in Austin, TX, I quickly found myself drawn to the work.

By 2014, I was a licensed financial advisor, learning the ropes at firms like Edward Jones, Merrill Lynch, and Charles Schwab.

Over the years, I helped people at every stage of life:

Those just starting out.

Those at the end of their journey, focused on legacy.

And everyone in between.

Through it all, I prayed.

Prayed for God to guide me toward the most purposeful work I could do.

Eventually, it became clear—

My biggest impact would be helping people transition into retirement.

By creating secure, reliable plans, I could help people:

Feel confident.

Transition comfortably.

And focus on what matters most: faith, family, fitness, fun, and fulfillment.

That’s why I founded Retire With Swan.

We don’t just focus on numbers.

We focus on people.

To make the retirement transition easier, faster, and more transformational,

I crafted the Swan Song System and GRACE Framework.

These systems simplify the complexities of retirement planning.

They help you clarify your goals, protect your income, and build a roadmap to peace of mind.

If you’re planning your transition into retirement, I’d love to help.

And remember:

It’s never too late—or too early—to better plan your exit.

https://www.retirewithswan.com
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