I’m not a great financial planner…
…not in the traditional sense anyway.
I don’t do the kinds of things that financial planners are supposed to do.
Example: I don’t follow the official 6-step financial planning process like everyone else.
And I don’t dole out the same ‘ole, same ‘ole.
The kind of advice i’m supposed to give you is stuff like “stuff a lot of moola in you 401k” and “debt is dumb. Never go into debt.”
I’m supposed to advise you to take advantage of financial account aggregation because it’s easier and very “2.0” (even though this breaks the TOS of your bank and puts your financial accounts in jeopardy).
Truth is, it’s not hard to find a financial planner who will fill your headspace with this kind of advice.
They’re everywhere. Just type the words “financial planner” into the great and almighty Google and behold the mediocrity.
Now, I don’t want you to think I’m trying to position myself as “the king of financial planning”…please, please–prince, maybe. But not king (hat tip to Johnny Carson for that one).
But seriously, when I started Monegenix, I decided it was time to start teaching stuff that no other financial planner teaches.
…industry secrets that aren’t supposed to see the light of day…
…classic financial planning advice from the 1920s that was never invalidated, just forgotten…
…and a teeny, tiny, contribution to the industry that changes the budgeting and money management game (which is an area of financial planning that has remained virtually unchanged since the 1960s).
Some of my peers, like Brad Hughes, a financial analyst for a large financial firm, think I’m doing an OK job:
Most financial experts are obviously well educated but have a hard time conveying the message to the public. The advice you give is very user friendly and I am learning how you look at investing and business.
Anywho, if you want to simplify your finances, start building a savings, build a business insurance fund…and do it all without making any sacrifices to your profitability (it actually enhances profitability), join my email list.
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