What is common between a Nutritionist and an Investment Professional?

What is common between a Doctor and an Insurance Advisor?

Finances are very similar to Health.

Warren Buffet says most people will do better than professionals by buying the S&P 500 and holding it for a long time.

The world of insurance can be as complex as you make it to be. But here also simplicity trumps, in the form of Term, Health, Home, Auto and Liability insurance.

You cannot go much wrong with the simplistic approach in these two areas of your health or finances.

But if you choose to make things a bit more complex, the experts are at your service.

For your growth:

  • A Nutritionist will give you a healthy meal plan.
  • An Investment Advisor will give you a financial plan or an investment portfolio.

For your protection:

  • A doctor will provide you treatment and medicine when you are down.
  • An Insurance Advisor will help you choose the right insurance for difficult times.

But the real game starts with you and the buck stops at you – both in health and finances.

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No doctor or nutritionist can force you to exercise daily and maintain healthy diet.

No investment or insurance professional can tell you to live within your means, aka budget.

No doctor or nutritionist can help you to get back in shape and remain so.

No investment or insurance professional can tell you to manage your debt wisely.

No doctor or nutritionist can help you to value your time and do the things that are productive.

No investment or insurance professional can tell you to spend money according to your values.

No doctor or nutritionist can help you to set life goals, achieve them and grow.

No investment or insurance professional can help you to alter your money mindset.

You Have to Do the Work

This is what I am deeply passionate about, helping young people build the right money values and habits.

I am proud to be a Financial Coach helping young people build a solid foundation of financial knowledge and develop smart money habits.

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