Don’t expect much to happen without a plan
A well thought out financial plan lays the framework for your planning and investment decisions. It helps minimize emotions, establishes guardrails and guidelines for conduct, and keeps you focused on your long-term goals.
Portfolio Management
Your strategy for accessing the capital markets so that they are in alignment with your personal goals, risk tolerances, and your ability to sleep at night.
Minimizing Disintermediation
Don’t know what this means? It is one of the most critical factors that allows you to build and compound wealth over time. You need to manage this piece as effective as possible if you want your fair share of the pie. Oh yeah, it is your money by the way.