Joanne Stine answers my question: What is a ‘fiduciary?’

“A fiduciary is a licensed professional who manages personal finances, trust assets, day-to-day financial, legal, or medical needs, and/or settles estate distribution and debts—all when a client is, for some reason, unable to take care of these things themselves.” How long have you been a fiduciary, Joanne? I discovered this niche, my ideal job, 34 years ago.” It’s your “ideal” job? Absolutely. I respect people who want to be responsible by making sure all the loose ends of their lives are tied up when the time comes. I’m compatible with them, because I want to be that kind of responsible person, myself.” She pauses a moment, thinking. “Besides that, I’m honored by the trust placed in me. I take pride in being trustworthy.” Thank you for explaining your job, Joanne. I can see that, while being a fiduciary is done with pen and paper, it also requires a lot of heart. “I like doing a job that takes heart,” she says. “I wouldn’t want a job that AI could do!” 

6 thoughts on “Joanne Stine answers my question: What is a ‘fiduciary?’”

  1. Joanne is intelligent, articulate, has a welcoming smile and is fun to be around. She is a smart card player too! I’m glad to know her….

  2. Joanne is intelligent, articulate, has a welcoming smile and is fun to be around. She is a smart card player too! I’m glad to know her….

  3. The most important thing to me is knowing a fiduciary has your best interests at hand and not their own. Wish I could turn back the clock ten years. I’d ask her to help me.

  4. There are so many folks in our age range that could use Joanne’s services. How does she manage to carve out time for herself? I admire her talent and integrity!

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