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Investment Planning

Sometimes women are averse to investing simply because they don’t feel they have the knowledge required to do it wisely. We want to empower you to make smart decisions that match your individual goals. Part of the investment process is education. We help you understand how investing works to help you feel in control of your financial future. It’s a great opportunity to get informed and learn with hands-on experience. When you work with Fish and Associates for all your investing needs, we take the following steps: Sometimes women are averse to investing simply because they don’t feel they have the knowledge required to do it wisely. We want to empower you to make smart decisions that match your individual goals. Part of the investment process is education. We help you understand how investing works to help you feel in control of your financial future. It’s a great opportunity to get informed and learn with hands-on experience. When you work with Fish and Associates for all your investing needs, we take the following steps:

  1. First we educate you about the basics of investing. What questions do you have? Even simple requests such as explaining the definition of stocks, bonds, and mutual funds is something we can help with. Every question you have is important. Improve your investment knowledge and replace fear with confidence.
  2. We allow you to take your time to research. A 2015 Fidelity survey found that 92% of women wanted to learn more about investing. While we will come alongside you and make recommendations, ultimately you are in the driver’s seat.
  3. Lastly, you start investing and stay the course. The real benefits of investing come years down the road. Get started once you feel confident about your options and stick with your plan. It’s important to be patient during this stage.

Do you want to learn more about investing and what kind of impact it could have on your financial plan? Schedule a consultation with Fish and Associates today.