114 | The Ultimate Conflict of Interest

If you're a good saver, I will encourage you to keep it up or maybe even help you slow it down.

If you need to save, I will help simplify the logistics of saving and inspire you to actually make it happen.

I don't want you to save out of fear, save to create a war chest for doomsday, save because you don't have anything better to do, or save so I can get paid more.

I want you to save because your savings rate reveals so many over critical things - your ability to live within your means, your ability to control lifestyle creep, your ability to say yes to unexpected things, your ability to pivot to something different, your ability to manage expectations, and your ability to keep living the life that you desire to live.

I want you to save...

Because that is how you experience financial well-being.

Saving is hard enough on its own.

If you saving increases my fee, are we actually pulling the rope in the same direction?

Our fee is a simple, flat fee that is loosely based on complexity and ability to pay, but is never based on a percentage of assets under management.