Without sound management, it is estimated that 70% of wealthy families will lose their wealth by the second generation and 90% will lose it by the third generation1. That’s why the ultra-wealthy surround themselves with an army of advisors, attorneys and accountants and become even wealthier as a result.
In contrast, the rest of the population spends a disproportionately little amount of time and resource managing their money.
With the mission of democratizing investing and financial planning, I started a blog in 2019. Through this blog, I connected with many people from all walks of life and income sizes and felt there was a real need for tailored, one-on-one advice.