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DIY Investing ๐Ÿชถ v. 1x Financial Plan ๐Ÿ“‘ v. Ongoing Financial Planning Relationship โ™พ

DIY Investing ๐Ÿชถ v. 1x Financial Plan ๐Ÿ“‘ v. Ongoing Financial Planning Relationship โ™พ

| May 14, 2021
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โ“WHAT IS THE BEST INVESTMENTโ‰๏ธ

DIY Investing ๐Ÿชถ v. 1x Financial Plan ๐Ÿ“‘ v. Ongoing Financial Planning Relationship โ™พ

DIY Investing ๐Ÿชถ
๐Ÿชถ Control your own destiny ๐Ÿ”ฎ
๐Ÿชถ Implement how you want
๐Ÿชถ Potential to get ๐Ÿ’ฐ or ๐Ÿ˜ญ quick
๐Ÿชถ Unlimited risk โš ๏ธ
๐Ÿชถ Nobody to get angry ๐Ÿคฌ at but yourself if ๐Ÿ“‰
๐Ÿชถ Probably don’t know what you own or why you own it

1x Financial Plan ๐Ÿ“‘
๐Ÿ“‘ People looking for quick fix ๐Ÿ› 
๐Ÿ“‘ Plan full of guesses โ”
๐Ÿ“‘ No guarantee ๐Ÿ›‘ of implementation
๐Ÿ“‘ I will NOT ๐Ÿ™…‍โ™‚๏ธ take on these relationships
๐Ÿ“‘ Because it’s 1x there is no magic ๐Ÿช„ or connection ๐Ÿค between advisor & client

Ongoing Financial Planning Relationship โ™พ
โ™พ Nimble & agile ๐Ÿคธ‍โ™€๏ธ
โ™พ Shrinking likelihood of potential outcomes as relationship grows ๐ŸŒฑ๐ŸŒณ
โ™พ True value of an advisor ๐Ÿ“ˆ as time โณgoes on
โ™พ Helps navigate โ›ต๏ธ rough seas ๐ŸŒŠ
โ™พ Stay the course and adjust your flight โœˆ๏ธ plan as things change ๐Ÿงฌ

๐Ÿ‘Ž Due to my disdain for ๐Ÿ“‘ I’m going to pronounce it the worst investment ๐Ÿ‘Ž

๐Ÿฅˆ DIY ๐Ÿชถ takes second as I’d rather a client control their destiny than look for a quick fix

๐Ÿฅ‡ Ongoing Relationships โ™พ cannot be beat as that’s where the magic ๐Ÿฆ„ happens

โ“Agree or Disagree …Whyโ‰๏ธ

๐Ÿ‘‰ Follow #YourFinancialConcierge™๏ธ if you want to see more content like this

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