Broker Check


| May 27, 2021

Every decision we make in life has good โœ… or bad consequences โŒ

In planning for your future ๐Ÿ”ฎ It’s somewhat of a financial ๐Ÿฆ‹ effect.

We have two โœŒ๏ธpaths:

๐ŸŸข Is a series of small good โœ… decisions that over time will increase โซ your likelihood of positive financial outcomes.

โœ… Starting a Roth IRA and saving through your 20’s
โœ… Having an emergency fund
โœ… Opening a 529 plan and saving right when your child gets a Social Security number
โœ… Maximizing your retirement plan contributions
โœ… Dollar cost averaging
โœ… Automating savings to various accounts, which is a form of Dollar Cost Averaging
โœ… Auto-Bill Pay and paperless statements
โœ… Asset Allocation
โœ… Asset Location
โœ… Using the services of a Real Financial Professional
โœ… Tuning out the noise when markets are volatile and staying the course

๐Ÿ”ด Is a series of small โŒ decisions that will shrink โฌ your likelihood of success over time

โŒ Having scattered accounts across broker dealers
โŒ Chasing returns
โŒ Not saving consistently
โŒ Using you home equity as a piggy bank
โŒ Getting financial advice from cable, Clubhouse or TikTok instead of from a Real Financial Professional
โŒ Being reactive instead of proactive
โŒ Trying to time the market

If you are on the ๐ŸŸข path, ๐Ÿ‘๐Ÿ‘๐Ÿ‘ bravo, a Real Financial Professional can add ๐Ÿš€ fuel to your dreams ๐Ÿ’ญ

If you are on the ๐Ÿ”ด path, it’s OK! If you are ready to put in the reps๐Ÿ‹๏ธ‍โ™€๏ธ, a Real Financial Professional can fix you ๐Ÿ”จ๐Ÿช›๐Ÿ”ง

This could be your NEW path ๐Ÿ”ด โžก๏ธ ๐ŸŸ  โžก๏ธ ๐ŸŸข

Please share some micro decisions that have led to ๐ŸŸข or ๐Ÿ”ด in the ๐Ÿ’ฌ’s ๐Ÿ‘‡๐Ÿ‘‡๐Ÿ‘‡

Don’t be afraid ๐Ÿ˜ฑ, this is a safe โ›‘ space and judgement free.

๐Ÿ‘‰ Click & Follow #YourFinancialConcierge


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