Post 3

As a financial planner, I am often asked how a family should invest their money. This usually means there is cash available to invest in the market and they want to know which securities (stocks, bonds, funds) to choose. Although it is tempting for me to jump into a thrilling discussion about asset classes, historical returns and low-cost options, I have learned the importance of taking a step back and starting from a place of discovery – after all, my planning philosophy is focused on ‘measuring twice.’