Is hourly financial planning for all investors?

Financial planning generally focuses on long-term goals, such as retirement, buying a house, or raising children. If these objectives have anything in common, it is that they usually require a broad and strategic vision. However, this vision is not the same for any of the investors; in fact, it is completely variable in each case.

This happens because the goals, people’s goals, and dreams are completely different, and therefore, the planning and preparation to make them come true is also essential.

In the currently, there are different types of investors, generally who are less conservative, that is, with a profile more inclined to risk and the most conservative, with a profile less inclined to risk.

Therefore, each investor has a different risk profile through which your portfolio will vary, and your investment decisions.

Now, although some investors are independent and they feel capable of managing their portfolio by themselves because have the necessary knowledge and skills for such a process, they could consider, at some point of market variability or uncertainty, consulting an Hourly Financial Planner that is, a planner certified financial, which is Fiduciary and Fee-Only, to be able to pay for the hours you need and clarify any doubts that correspond to your situation.

On the other hand, some investors have a Certified Financial Planner, which they hire to manage their portfolio; however, some clients sometimes feel that their advisor charges a very high commission, or they believe that their opinion is not being fiduciary,
that is, it is not being the best at preserving its interests and achieving their objectives, but instead tend to favor the advisor’s profits.


 
That is why, although Financial Planning by hour, it may be something new in the investment and asset management industry.
portfolio is a methodology that most investors can use to know if they are on a sound financial path or if, on the contrary
There are some opportunities for improvement.

Therefore, if you are interested in obtaining more information about Hourly Financial Planning or Hourly Financial Planning, we invite you to visit our website, where you will find more information about
this new methodology: advise-financial.com

To finish, we will leave you here some of the Benefits of Hourly Financial Planning:

– Flexibility: Pay only for the time you need. It is ideal if you have
specific queries or want a personalized plan.


– Accessibility: Perfect if you seek guidance without committing to a long-term plan.


– Experience at your fingertips:  Consult a financial expert to make informed decisions.


– Clarity: Get answers to your doubts and a clear overview of your financial situation.


– Empowerment: Take control of your finances and achieve your goals faster.

Alonso Rodriguez Segarra – CERTIFIED  FINANCIAL PLANNER™

Which provides hourly, fee-only, and fiduciary financial planning services. He has   over 20 years of experience in the financial world and has been named among the   Top 100 Financial Advisors in the US by Investopedia.

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Note: The comments given in this guide are for educational purposes only. Before    making a financial decision, consult your financial advisor or conduct appropriate      research. Remember that historical results are not a guarantee of future returns. In    the comments provided, this guide does not consider tax impacts. Always consult      your particular case with a specialist. We are not your financial advisor, so             remember that each case differs.

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All rights to this guide are reserved, and the occasional mention of third-party  brand names is made solely for educational and reference purposes, without any  interest in financial gain. This information is for educational purposes only and     does not represent an offer of products or services.