I chose to work in financial planning for a few reasons. Aside from being a lover of numbers, I aspire to transform people's financial futures and help them realize bigger goals for their retirement and estate. I soon came to realize that the key in doing that is focusing on what we can control instead of what we can't. For example, we can control the steps necessary to build, sustain, and preserve generational wealth, but we can't control the ups and downs of the stock market.
Even the world's best investment managers suffer losses during unfavourable market conditions. At the end of the day, the most essential factor necessary to achieving a multi-million dollar target net worth is not their performance, nor is it the performance of the stock market. It's the effectiveness of your financial plan and the advisor you rely on to help you grow.
This is my philosophy, and I'm always looking to expand my practice with individuals who share it.
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Master your Retirement: Key actions to take to secure
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