What should you know?
When managing your money you have the choice to go it alone or to seek the help of a financial planning professional.
Seeking help has a cost, but what is the price of not taking professional advice?
While the fundamental principles for successfully managing your money are simple, the practicalities can be much more complex and nuanced. Even something as simple as choosing the wrong type of account can have significant unanticipated consequences.
Why should you care?
Managing your financial planning on your own can be both difficult and time consuming, and the price of getting it wrong can be huge.
As your wealth grows, the stakes become higher and the need for an accountability partner becomes ever more important.
A good financial planner wears many hats, one of those is to provide you with the insight to make more informed decisions around your money. This will make you better equipped to navigate uncertainty, protect you from making potentially costly mistakes and guard against the risks of not knowing what you don’t know.
