What are you investing for? Many say higher or better returns--but higher or better than what? What do those higher returns make possible for you?
Video recap: https://www.youtube.com/watch?v=tKC2ulw3cz8
To have a successful investment experience you need to have a plan in place. Mike Eklund joins me once again on this episode of Financial Symmetry to discuss our 3 step investing process. This process creates the guideposts for all Financial Symmetry clients. Listen in to learn why failing to plan means you are planning to fail.
Have you ever thought about why you are investing in the first place? Before creating your investment plan you’ll want to set your goals. This way you can understand what kind of returns you need in order to achieve your goals.
We are all often guilty of the lottery mindset--that mindset that thinks if we could choose that one next big thing then we would be set. All we needed to do was buy Apple in 2000, or Tesla in 2012, or Bitcoin at $1000. But the reality is, successful investing requires a plan. Your investment plan can help you understand when to buy and sell or increase or reduce risk in your portfolio.
At Financial Symmetry, we use a 3 step process to help our clients achieve their financial goals.
You may be wondering what we at Financial Symmetry offer to our clients. Our clients can expect these 5 things from us.
What is your investment plan? Do you have a rules-based process? Investing is a lot like fitness. Everyone wants to start, but it can be hard to keep up. We can be your financial personal trainer and help you stay on track to reach your goals.
We can make investing easier for you. If you don’t have the knowledge, experience, and interest to do this all on your own we can help.