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Updated almost 1 year ago on . Most recent reply

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Jill Jay
  • New to Real Estate
  • CT (connecticut)
10
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Fiduciary Financial Advisor recommendationss?

Jill Jay
  • New to Real Estate
  • CT (connecticut)
Posted

Looking for a fiduciary financial advisor to help map out my investment strategy and ideally a path towards FIRE. I'm currently not a high net worth individual but have 1 investment property. Any recommendations are appreciated :)

Most Popular Reply

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Steve Vaughan#1 Personal Finance Contributor
  • Rental Property Investor
  • East Wenatchee, WA
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Steve Vaughan#1 Personal Finance Contributor
  • Rental Property Investor
  • East Wenatchee, WA
Replied
Quote from @Jill Jay:

Looking for a fiduciary financial advisor to help map out my investment strategy and ideally a path towards FIRE. I'm currently not a high net worth individual but have 1 investment property. Any recommendations are appreciated :)

Asking specific questions would help us that have done it help you.  I never understood how someone not fire ie someone that still needs to work, can help you achieve what they haven't.  

The 'plan' is simple.  Find your why.  Fire is about running to something bigger than what you're running from.  

Then have a high savings rate by limiting spending to what you prioritize and maximizing income by focusing on what you know.  Then convert these savings to investments you create with a great return. Rinse and repeat. 

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