Step #6: Be Active in Your Journey to Financial Independence
Making the right investment decisions is the first step, but staying in tune with your fund performance is crucial to getting the most out of your investments. Setting your investments on autopilot is not an investment strategy.
But the idea of actively making decisions about your investments may feel overwhelming. If it feels that way to you, you’re not alone. According to a Fidelity study of their NetBenefits participants, 77% of Do-It-Yourself investors said they didn’t have the time or investment knowledge to be confident in their investment decisions.(3)
You’ve worked hard to lay the right foundation, so don’t leave this crucial step up to chance! You need the expertise of a financial advisor to help you navigate your investment options and brave the ups and downs of the stock market.
A financial advisor can help you:
- Make decisions about your investment strategy
- Rebalance your funds regularly so you minimize your risk
- Create a realistic plan for what financial independence looks like for you
- Know what investment options you have beyond retirement accounts
- Set up a withdrawal plan for your specific situation
With our SmartVestor program, you can find investing professionals to help you achieve your financial goals. Remember, the journey to financial independence is a marathon, not a sprint. An expert financial advisor is the perfect partner for the journey.
Ready to get started? You can connect with a pro today!