Wealth Insights
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The Value of Having a Financial Advisor
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The Importance of Having a Financial Plan
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The 9 Most Important Investment Principles to Follow When Investing
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Stress Testing Your Portfolio.
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10 Rules for Successful Stock Investing
Wealth Decision #9: Hire a Financial Advisor
So what does a financial advisor do?
The first thing is a financial advisor is going to sit down with you, understand what's important to you, and help create a financial plan.
And then once they've created a financial plan, they're going to create a portfolio designed for your stage in life and your individual risk tolerance.
They're going to look at portfolio risk and return characteristics.
They're going to look at tax efficiency if they're investing some of your money in a taxable account.
And they're going to look at the fees that you're paying on your investments.
Wealth Decision #1: Living Within Your Means
A rich life is not just about nice things, although ads getting us to want this or that would lead us to believe that. We can find a balance between a fulfilling life and saving for the future by being clear on what truly matters to us both now and in the long run. You can’t create financial independence or freedom without first living within your means.
The Wealth Decisions Podcast
Each week on the Wealth Decisions Podcast I discuss crucial wealth decisions and mindset hacks to help individuals build and keep more of their wealth so that they can live a richer life. You can listen to the podcast on Apple Podcasts or Spotify. Click the link below
Contact Us
Get in touch with us to schedule a discovery meeting to see how we could work together to help you with your most important financial goals.
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