Problem 2:You are not getting a positive return on your money
Because you don't plan out your cash flow or investments, you spend what you earn and DIY your portfolio. This can lead to you earning a 0% return on your money and spending now rather than investing for the future.
Solutions:
- Provide clarity with a cash flow plan
- Be clear on the amount of money you need to invest
- Have confidence your portfolio will outperform
As your financial partners, I’ll bring to the table a clear vision and inside experience of how you can get a net positive return on your money.
Get StartedOther Problems I Solve
1
You don't plan out your tax each year
You always have a tax surprise at the end of the year. You know it must be because of your RSU/Options or ESPP but that doesn't stop the frustration you feel
More3
You don't know when you can exit Corporate Life
You enjoy your work but you are not sure when you can scale back work or retire
MoreDon’t miss the opportunity to gain access to Chris’s next event
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