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IF I UNDERSTAND YOU CORRECTLY…
You recognize that you have the sole responsibility for your (and your family’s) financial future. Gone are the days of the pension and there is a level of uncertainty surrounding social security. You have this ongoing tension between taking care of your wants and needs today yet you know you also need to take care of your future self’s wants and needs too. Your future self (and your family) is relying on you. Allow me to be an advocate for both your current and future self.
Which best describes you?
1. DO IT YOURSELFER (DIYer)
You acknowledge you need:
Expert validation you are doing the right things for your financial future
Professional assurance you aren’t overlooking opportunities
Detailed instructions if there are changes that should be made
You do not want:
To be sold investments or insurance policies
To turn over control of your money: you feel more comfortable managing it yourself
An ongoing commitment to anyone much less a financial planner
2. DELEGATOR
You acknowledge you need:
Ongoing support and availability of a CERTIFIED FINANCIAL PLANNER(TM)
Expert guidance in most (if not all) areas of your financial life
Assistance or delegation of managing your investment accounts
You do not want:
To be sold investments or insurance policies
To worry about making any large financial decisions without expert advice
Someone whose compensation is tied to how much money they manage