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Time.....
Some believe that they hire a financial advisor because they
don't have the time or expertise to do it themselves. You need not
become an expert in stock picking. That is true. But, your financial
future will take some TIME
.... to Reflect
...on your life and the person you want to be.
.... to Understand
... your personal relationship with money so you won't sabotage your
financial plan.
... what to realistically expect from the financial markets and systems
in the economy. For example, understand that you cannot have risk-less
growth from an investment.
... how you react to risks, rewards and changes in your financial life.
This way, you gain more and more understanding of your risk tolerance.
Successful investing requires that your risk-taking ability is matched
by the level of risk of your investments.
.... to Collaborate
... in order to find the best solution, the best course of action for
you. None are perfect; all have advantages and disadvantages. The
solutions with advantages that speak to you and disadvantages that are
the least noxious to you are those that we seek.
.... to exhibit Patience
... to allow resources, strategic plans, your life and money to play
out.
Integrity.....
.... to stay engaged
in the financial planning process. You need to maintain a relationship
with your financial planner. Provide updates, initiate contact, ask
questions before making financial decisions. Let your planner know
about changes in your life.
.... to learn what you must so you can direct your life and
financial plan. You may end up hiring a money Manager, or you may do
that part yourself.
.... to assume responsibility for decisions.
Button Financial will gladly perform tasks delegated by you, but will
be diligent to not let you abdicate what is your responsibility. We
want you to direct your own financial future.
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