Ladder7 Wealth Planners Private Limited
There are generally two approaches followed while investing, to meet goals. Some prefer to invest specifically & separately, for each goal, which we call the goal tagging approach. There is a psychological advantage to this approach.
An ongoing relationship ensures full knowledge and hence ensures high-quality advice, with least chances of errors. It also ensures quick advisory turnaround as an ongoing advisor is always accessible to the client.
Return focus in exclusion is dangerous. It leads to sub-optimal results or even total disasters.
There are multiple benefits arising out of seeking our counsel and being engaged with Ladder7 Financial Advisories. Being engaged with a conflict-free, fee-only client-centric adviser presents monetary & non-monetary benefits.