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Here’s the deal, we’re always going to be honest with you. And what we’re about to say may surprise you.

You likely don’t need a financial advisor yet. 

Yes, you heard us right. We think that an ongoing financial advisor adds value to someone when their investable portfolio (401(k)s, IRAs, brokerage accounts, etc.) surpasses $500k-$750k. The building blocks to start building wealth are at your fingertips through resources like The Money Guy Show. The last thing we want is for our fee to get in the way as someone is trying to build up their nest egg.

Now for something exciting: a focused approach to savings might get you to that threshold much faster than you expect! That’s why we made the Financial Order of Operations Course →.