DIY Investor Rehab(TM)
Do you consider yourself a Do-It-Yourself Investor?
Have you thought about getting help with your investments and planning but always seem to justify why it isn't worth it? Maybe you think getting professional help has to be expensive?
If that sounds familiar, and you can check off a number of the bullet points below, you should be asking us about our 12 month Program designed specifically for you!
How many of these sound familiar?
- I've never hired an advisor, or it's been more than 5 years since actively working with one.
- Making investment decisions and picking funds is something I feel I’m good at.
- I login to my investment accounts at least twice per week.
- Handling my own investments is more a 'means to an end' than a hobby I truly enjoy.
- I like be in control of when to buy & sell or reallocate funds.
- I subscribe to at least one investment newsletter or research/advice service.
- I’m skeptical that financial advisors are worth the cost.
- I often spend at least 3-5hrs per week dealing with my investments.
- I know I should probably get help but struggle with the idea of turning over the reigns to somebody else.
Contact us to see if you're eligible for DIY Investor Rehab(tm)