查爾獅
查爾獅

《精準投資》作者 https://www.books.com.tw/products/0010943557 歡迎關注我的網站、粉專 網站:《查爾獅投資理財》 https://www.charles-chiu.com/ 粉專:《查爾獅&牙牙的投資理財與文學》 https://reurl.cc/Kxm8gn 國際認證理財規劃師CFP 定方股份有限公司執行副總 財務顧問

The Financial Planner's Mission - Be Your Financial Doctor

The Financial Planner's Mission - Be Your Financial Doctor


not everyone can

Because I want to see my own disease to study medicine


not everyone can

because I want more money

focus on learning and investing


In fact, everyone is

Because I want to live the life I want

Combine your own interests

to do something


But if you just want to get results

unable to commit to the process

How can you feel greed and fear?


Is it any good?

Should it?

How to do?

I don't know

What are your dreams and responsibilities?


Now everyone is in

When there are tools (investment, insurance) everywhere


should think more

What kind of life do you want to live?


the life you want

Can it be achieved according to the existing model?


instead of just buying tools

But more and more worried


Can't buy tools

solve your own problems


Help people clarify these things and values

It is the mission and ambition of a financial doctor (financial planner)


If you have the following questions

In fact, one should think carefully

own current state

Can you live the life you want

These are life-changing things


E.g:

1. Worrying about spending too much and no way to save money

2. Worry about whether the insurance you bought can solve your own problems

3. Worry about not being able to buy a house

4. Worry about not knowing if you can live a good retirement life

5. What should I do if I worry about my children's education expenses?

6. Worry about whether your life dreams will come true


#please think about your life

#you can ask a doctor for help if you are sick


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