Why We (Finally) Partnered with a Financial Advisor—And Why You Might Want to Consider One Too
Our Journey to Financial Independence
For over a decade, we’ve been on the path to financial independence (FI), managing our own investments, optimizing our finances, and making decisions that bring us closer to early retirement. I’ve read books, followed FI blogs, and built a solid foundation based on these key pillars:
- Maximizing employer benefits
- Paying ourselves first (saving & investing before spending)
- Building a real estate portfolio
A do-it-yourself approach has worked well for us. But I’d be lying if I said I never had moments of doubt—wondering whether we were missing optimization strategies, making the best long-term decisions, or truly on track for early retirement.
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