Psympl Segment Three

You are confident managing your finances and prefer
a balanced approach to risk & reward.

You are financially secure and confident in your financial standing and retirement. You are comfortable making my own investment decisions and prefer a balanced approach to taking risks, seeking both potential gains and security. Because you have been successful in making progress against your financial goals, you may not see the need for an expert, professional financial advisor.

However, if you do work with a financial advisor, you expect to have clear measures of success and want to know the details of your portfolio. You want a financial advisor to understand how you define success and be a partner in achieving those goals.