โWHAT IS THE BEST INVESTMENTโ๏ธ
DIY Investing ๐ชถ v. 1x Financial Plan ๐ v. Ongoing Financial Planning Relationship โพ
DIY Investing ๐ชถ
๐ชถ Control your own destiny ๐ฎ
๐ชถ Implement how you want
๐ชถ Potential to get ๐ฐ or ๐ญ quick
๐ชถ Unlimited risk โ ๏ธ
๐ชถ Nobody to get angry ๐คฌ at but yourself if ๐
๐ชถ Probably don’t know what you own or why you own it
1x Financial Plan ๐
๐ People looking for quick fix ๐
๐ Plan full of guesses โ
๐ No guarantee ๐ of implementation
๐ I will NOT ๐
โ๏ธ take on these relationships
๐ Because it’s 1x there is no magic ๐ช or connection ๐ค between advisor & client
Ongoing Financial Planning Relationship โพ
โพ Nimble & agile ๐คธโ๏ธ
โพ Shrinking likelihood of potential outcomes as relationship grows ๐ฑ๐ณ
โพ True value of an advisor ๐ as time โณgoes on
โพ Helps navigate โต๏ธ rough seas ๐
โพ Stay the course and adjust your flight โ๏ธ plan as things change ๐งฌ
๐ Due to my disdain for ๐ I’m going to pronounce it the worst investment ๐
๐ฅ DIY ๐ชถ takes second as I’d rather a client control their destiny than look for a quick fix
๐ฅ Ongoing Relationships โพ cannot be beat as that’s where the magic ๐ฆ happens
โAgree or Disagree …Whyโ๏ธ
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