Your Financial Plan Is Your Best Defense

Our belief is that the economy cannot be consistently predicted and that even if it could, we could not predict how the market(s) would react to the data. Even if we had the answer key to the economic data, we could potentially fail the market(s) test. In the short term, it has been proven that the stock market returns are random. These analysts mean well.  They are largely trying to help people. However, our human nature hardwires in us an innate desire to react! So, we must make a plan. 

Should I Be Doing Something?

“What should I buy?”

“What should I sell?”

After all, shouldn’t I be doing something?

We believe the “something” you should be doing is acting upon a written financial plan.

The Details

This written financial plan should detail (amongst other things):

-how much money to invest

-what accounts to invest in

It is our belief that your dreams determine your plan, and your plan determines your portfolio.

We have carefully constructed your investment portfolio & make updates to it as necessary.

Everything else is noise.

The noise is the “behavior barbarian” attacking your financial castle and attempting to take your focus away from a written financial plan.

The active participation in the ongoing financial planning process is far greater than any economic or analyst report!

If any of your friends or family have financial questions, we are happy to be a sounding board for them.  

If they are important to you, they are important to us.

–Nic & Jeff


P.S. Ready to break free from the noise and focus on what truly matters? It’s time to take action and create a written financial plan that aligns with your dreams and goals. Let us guide you through the process and help you construct an investment portfolio that withstands market fluctuations.

Schedule a no-obligation consultation with our team here and discover the power of a comprehensive financial plan. We’ll discuss how much to invest, which accounts are right for you, and provide ongoing support to ensure your plan stays on track. Don’t let the “behavior barbarian” distract you from your financial castle – take charge and address your financial future today.

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