Broker Check

Micro vs. Macro

In today's fast paced world of personal finance, it doesn’t take long for your team of advisors to begin adding up. For example, the purchase of a new home may result in receiving financial advice from several different advisors such as your real estate agent, mortgage broker, and attorney.

At Consolidated Planning we consider this a Micro-Advisor approach. Although each advisor is good in their own right, this approach may result in conflicting, and uncoordinated recommendations. To the contrary, the Macro‐Advisor Model prevents this from occurring by design. In the Macro‐Advisor scenario your advisor acts as a symphony conductor might – ensuring that each Micro‐advisor is in tune with you, the client.