Ownership Beats Dependency in Finance
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Most people don’t need a full-time financial advisor. They just think they do… because
the industry trained them to. For decades, the message has been:
“Money is too complicated for you. Hand it over. We’ll manage it.” And sure — that
model is great… for the advisor collecting a percentage of your wealth every year.
But here’s the uncomfortable truth: Most people don’t need someone to manage their money.
They need someone to teach them how to think about money. You don’t need a financial caretaker.
You need a strategic partner when decisions come up. Pay for help when you need it.
Learn. Build confidence. Stay in control. Ownership beats dependency.
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