What I Like Most About Being A Financial Planner Is
I like that everyone is different and there is no one-solution-fits-all approach.
However, I believe that there are solutions to every financial planning needs available once we find the gap.
I have a client-turned-friend who once asked me jokingly: “are you a detective?”, to which we both laughed. It is important to me that I understand what each person’s portfolio is made up of and it shows me a lot about him/her.
It teaches me that everyone has different priorities and different provisions they have to make in life.
This makes me enjoy the things I do even more.