Financial Zen was born 9 years ago, but I’ve finally seen the light.
We’ve been doing it all wrong. So moving forward…
– We’re moving to 1.5% AUM fees
– We’ll move our meeting cadence to ANNUAL reviews
– We’re going to invest in expensive, actively managed mutual funds
– We’ll get in and out of the market based on which way the wind is blowing
– We’ll let you find your own partners to help you with your insurances, estate plan, taxes, etc.
– We’ll now be focused on gathering AUM, not helping you actually get things done.
April Fools!
Not in a million years…
(How long did it take you to realize?)
