When should you outsource your financial life? This is such a good question! If you answer “no” to any of the questions below, then it might be time:

1. Do you have the knowledge?
2. Do you have the time?
3. Do you even want to?
4. Do you have the discipline to implement your financial plan or investment strategy yourself?

If you answer “no” to any of these questions, reach out to me and let’s explore what outsourcing your financial life might look like.

#CFPProfessional #CFP #MoneyMoves #FinancialPlanning #Retirement #401k #Finance #FinancialAdvisor #FeeOnly #Investing #shorts

свернуть