The Key Decision in Investing

Amar Pandit , CFA , CFP

September 4, 2020 | 1 Minute Read

A few weeks back, I had written a post titled “You need a Real Financial Planner more than any Product, Investment or Strategy”.

I had shared the concept of a Real Financial Planner and given a touching example of a family.

I have done a sketch that I thought you would find interesting.

The sketch is self-explanatory, and it highlights the power of the work Real Financial Planners do.

With everyone else, you get a hodge-podge of products but with a Real Financial Planner, you will have all your Expensive Questions answered and never ever have to worry about money and your financial life.

Thus, Invest your time in finding the Real Financial Planner for you and this is one of the most important decisions that you will ever make.

Disclosure: I do not mean to say that with a Real Financial Planner, your investment values will not go down temporarily. They certainly will. However, the way your financial life is addressed and taken care of, you will feel comfortable, and secure even in the most turbulent of times like now.