Once we become willing and curious enough, there is a few financial questions we cannot avoid asking:
1. Given the numerous financial products out in the market, how do I know which one is right for me?
2. Given the numerous agents out in the market, whom do I consult to ensure I’m not being lied to?
3. Given my circumstances and unique financial position, what plan can I have to make financial decisions on a near, mid and long term basis?
It is an endless questioning which the more we dig into it, the more the financial world reveals itself. Sometimes, an Executing Financial Planner or a Holistic Wealth Manager is needed acting like Waze to navigate the financial world.