Jan Pevzner
Even if you have strong financial knowledge and can understand the fine print, doing the research and making up your mind on big financial decisions can take time and energy you’d rather use for living your life.
Maybe you’re a professional managing too many client accounts and customer relatio
Even if you have strong financial knowledge and can understand the fine print, doing the research and making up your mind on big financial decisions can take time and energy you’d rather use for living your life.
Maybe you’re a professional managing too many client accounts and customer relationships to put time and energy into your own finances. Maybe you have a family you love and hobbies you’d like to pursue, and you need to find a way to support your dream for them on your salary.
Maybe your research into stock options, equity compensation taxes, your 401k, and your future vacations has just reminded you that there is endless advice on the internet, but much of it is from amateurs or people just trying to sell a product.
No matter what your situation, if big financial decisions are on the horizon for you, you’re probably facing a lot of tough choices, complicated details, and uncertain outcomes. It can help to have someone to bounce ideas off of—a listening ear with the expertise to give you qualified advice that’s tailored to your goals, unique situation, and values.
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Maybe you’re a professional managing too many client accounts and customer relationships to put time and energy into your own finances. Maybe you have a family you love and hobbies you’d like to pursue, and you need to find a way to support your dream for them on your salary.
Maybe your research into stock options, equity compensation taxes, your 401k, and your future vacations has just reminded you that there is endless advice on the internet, but much of it is from amateurs or people just trying to sell a product.
No matter what your situation, if big financial decisions are on the horizon for you, you’re probably facing a lot of tough choices, complicated details, and uncertain outcomes. It can help to have someone to bounce ideas off of—a listening ear with the expertise to give you qualified advice that’s tailored to your goals, unique situation, and values.
Member since October 22, 2021
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