Currently, I am reading Start with Why by Simon Sinek. This book has brought the thought of why should we invest, to the front of my mind. My goal is to help you understand why you are investing and how your why may create a different investing strategy than your parents’.
I believe we can all grow to our best self by becoming good stewards with our money. To become good stewards around investing we need to have a purpose, a why which can include many things, some of them are these:
1. Investing to grow wealth
2. Investing for future security
3. Investing for future goals
4. Education, home purchase, remodel new car, starting your own business etc.
There are many reasons to invest but most people don’t know why. That is why I always sit down with clients, in the beginning, to make sure that they are first off willing to discover why and how to work towards their goals.
Why you are investing will answer how to invest and what you should invest in. This will answer the following questions below.
How to invest?
- There are many different ways to invest:
- Through fiduciary only fee-only advisors
- Through apps
- Through brokerages/wire houses
- DIY through institutions
- Institutional Investing with advisors
- Online investing management platforms
What to invest in?
- Mutual Funds
- Stock Market Indexes
- Individual Stock
- Real Estate
It takes a lot of time and energy to truly understand the why, how and what of investing. My goal is to help others become good stewards with their money by advising them to make better financial decisions and plan for their goals while investing accordingly. Every dollar we save may not need to be invested and every dollar we invest may have a different purpose which will need a different investing tool.
Investment management is becoming automated which is great. This makes it cheaper for the investor. But investment automation cannot help you understand why or if you should be investing. It is a way of investing and answers how you should invest.
One of my clients is not ready to be investing because they have other goals they need to be working on before they start to invest. This is why I created my subscription model so that those that are not in a situation to invest yet still have the opportunity to work with a professional and organize their financial lives.
Let me help you understand why you should be investing or even if you should be investing. It’s a complicated and busy world anymore and it pays to have someone help you so that you don’t have to stress and worry about whether or not you’re on track for your goals, let me take care of that.
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Steven LaFleur grew up in Rapid City, SD and after high school went to college at the University of Nebraska-Lincoln where he majored in finance and met his wife Kelly. After college graduation in 2013, he worked for the family business for three years but eventually, Steven decided it was time to pursue a passion of his in helping people and their finances. Steven is now a financial advisor at True Measure Wealth Management in Omaha, NE. Steven and his wife Kelly have two daughters who keep them busy at all times of the day. Steven enjoys skiing in the mountains and also biking and golfing during the non-snowy months.