Why do advisors matter in your Money Life ?

Why do advisors matter in your Money Life ?

The value of a good advisor greatly exceeds what he/she costs.

1. Save – Your time, Your efforts and Your worry.
2. Prevent – You from making typical behavioral mistakes
3. Help – You in Incremental returns

In your Money life, what a great advisor focuses on?

Build portfolios based on your goals , Priorities and not on the view of the economy or the markets.

They deal in planning and long term outlook, not in prediction.

Don’t forget your advisor can’t forecast the economy, not time the market, nor can he/she be sure which equity schemes will outperform the other.

No One Can

Your advisor’s role is to be hand holding with you to create multi generational wealth, save you from media & surroundings which make you greedy or panic.

Note – We can save money by cutting our hair at home , painting walls on our own or maintaining the garden by ourselves .

But we don’t

Like we don’t do surgery on our own we should avoid playing our hardened money on tips or on half information.

Wishing you all a healthy financial life always

Kavita S Devi, CFP CM