❓WHAT IS THE BEST INVESTMENT⁉️
DIY Investing 🪶 v. 1x Financial Plan 📑 v. Ongoing Financial Planning Relationship ♾
DIY Investing 🪶
🪶 Control your own destiny 🔮
🪶 Implement how you want
🪶 Potential to get 💰 or 😭 quick
🪶 Unlimited risk ⚠️
🪶 Nobody to get angry 🤬 at but yourself if 📉
🪶 Probably don’t know what you own or why you own it
1x Financial Plan 📑
📑 People looking for quick fix 🛠
📑 Plan full of guesses ❔
📑 No guarantee 🛑 of implementation
📑 I will NOT 🙅♂️ take on these relationships
📑 Because it’s 1x there is no magic 🪄 or connection 🤝 between advisor & client
Ongoing Financial Planning Relationship ♾
♾ Nimble & agile 🤸♀️
♾ Shrinking likelihood of potential outcomes as relationship grows 🌱🌳
♾ True value of an advisor 📈 as time ⏳goes on
♾ Helps navigate ⛵️ rough seas 🌊
♾ Stay the course and adjust your flight ✈️ plan as things change 🧬
👎 Due to my disdain for 📑 I’m going to pronounce it the worst investment 👎
🥈 DIY 🪶 takes second as I’d rather a client control their destiny than look for a quick fix
🥇 Ongoing Relationships ♾ cannot be beat as that’s where the magic 🦄 happens
❓Agree or Disagree …Why⁉️
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