Every day that you are not investing your money is a day of growth that is lost.
But you know that already. You even have a certain amount of money set aside in your budget to invest.
The problem is, you don’t know where to start.
If you are anything like me, you want to feel fully prepared before you jump into something.
The problem is, the “research” phase can sometimes last forever. Especially when it comes to investing.
The sheer volume of information available about investing is overwhelming. Podcasts, apps, blogs, TV segments, articles, courses…
So instead of your money earning you more money, it is languishing in a low-interest savings account while you try to wrap your head around what the best course of action is.
Here’s the thing: you don’t need to become the Wolf of Wall Street overnight. You don’t even need to set up an entire financial plan that includes insurance and retirement planning.
You can’t run a marathon until you get off the couch.
I have had so many clients come to me, feeling overwhelmed with the idea of developing a full financial plan and jumping into investments, that I started offering investment consults.
Consider this the first phase of your marathon training.
In 50 minutes, I will guide you on investment styles, portfolios, funds, stocks, bonds, and risk tolerance. All of this information will be tailored to you, not generic “financial best practices”.
We will review a portfolio for you to invest in. Then – if you’re ready – we will set up the investments (and if you’re not ready, you can take all that information and mull it over!)
That’s it.
You will be off the couch.
Your money will be working for you, earning you more money instead of being lost in the wasteland of a savings account.
But you will have taken that all-important first step.
From there, you can consider developing a more robust financial plan.
For now, though, you just need to lace up and get off the couch.
If you want to cut through the financial noise and get started investing, book an investment consult.