When I Have Enough Money, I’ll Become a Client
Perhaps there is a preconceived notion of what someone needs to look like, job they need to have, status attained, or a certain amount of money accumulated in order to have a financial planner?
Portfolio Review
Get more diversification, better tax efficiency, and lower expenses in your portfolio. Find out what you really own with a regular portfolio review.
What is a Fiduciary?
A fiduciary financial planner must put your interest first, avoid conflicts of interest, act with care, offer impartial advice, and follow client instructions.
Three Questions to Ask A Financial Planner
Hiring a financial planner is one of the most important financial decisions you will ever make.
Personal Finance is More Personal than Finance
The right way to invest money is more like an impressionist painting than a chapter in a finance textbook.
Behavioral Finance
Finance has the feel of math with all of its numbers, graphs, and predictions about the future. However, personal finance is driven by behavior, not hard science.
Benefits of Yoga Instruction
Like a yoga instructor, a planner is an accountability partner to help you follow through on your financial commitments. If you have a New Year’s resolution to get in shape, it’s also a great time to get in better financial shape.
Money Vigilance
The fourth and final money script is Money Vigilance. Like the other scripts, those who are Money Vigilant may find they are never satisfied. No matter how much they save and earn, they constantly worry that it isn’t enough.
Money Status
The third money script is Money Status. Status believers think that their own self worth is based on their net worth, and need to have the newest and best thing.
Money Worship
The second money script is Money Worship. Money worshippers use money to chase happiness and they think that money brings pleasure and power.