You Don't Need a Financial Advisor...Here's Why

Some people pay tens of thousands of dollars a year on financial planning and investment advice. And others literally pay zero. Which is better?

In my opinion, no one NEEDS a financial advisor. Yes, you heard that right. You don’t need a financial advisor… as long as you have three things in place and you execute on them. In this video, Colin Exelby, CFP® explains the three things you need to have in order to DIY your wealth and who should not use an advisor.

TIME STAMPS :
00:00 Do You Need A Financial Advisor?
00:22 Three Needs to DIY Wealth Management
02:30 As A Financial Advisor...
02:51 Having an Advisor is not for everyone
03:11 Making Emotional Mistakes
03:44 Complicated Situations
05:36 People who really don’t need an advisor
08:09 If you are willing to put in the time and effort...

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[About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management.

I provide financial planning for business owners and their families that makes sense.

Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be.

We strive to help you:
*Optimize Your Cash Flow
*Minimize Your Taxes
*Build Your Net Worth
*Create a Lasting Legacy

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