Between You and Your…

Amar Pandit , CFA , CFP

To live the life you have imagined with your money or to never ever worry about money, you have to be good with several money skills.

  • How to Acquire It?
  • How to Save it?
  • How to Spend It?
  • How to Protect it from Tricksters and Quicksters (people peddling fast returns or high returns)?
  • How to Identify (and work with) a competent and caring professional for guidance on your money?

Many of us are good at acquiring money, saving money and even spending, but protecting it from tricksters and identifying the competent professional are the 2 areas that desperately need attention and work. The Competent, Caring and Real Financial Professional is the answer to both these questions.

You need someone to come between you and your costly mistakes.

You need someone to come between you and your blindspots.

You need someone to come between you and bullshit of all kinds.

You need someone to not let anyone come between you and your goals, not even you.