top of page

Why I'm breaking up with my Financial Advisor

Updated: Feb 22, 2021

(warning: this was meant to be in jest and not mean-spirited).

Dear Financial Advisor

It's a scary step.

It's not me, it's you!

I know that we've been together for 2 years now and that's quite a commitment in these uncertain times.

It's not you personally.

You are a really nice guy and seem to have a really nice family and kids. At one time, I had dreamed of our kids potentially marrying and having financial savvy grandchildren, but I just can't understand why you would charge me so much over the long run. After all the years that we've been together.

I've read a lot of Financial Books and resources lately. Once I saw what you were earning on the T-REX score, that image is just burned into my brain and I just can't go back. It's a bit like that movie the Matrix, I've taken the blue pill and now I know too much. I can never un-see what my future would hold with you.

Two years ago, I was young and naïve and didn't know any better. I thought that I couldn't live life without you. I didn't know that I could do this on my own. I didn't know that life could be simple and successful without you.

I don't blame you. I feel a little bit betrayed that you didn't tell me the true dollar amount that I would lose, over decades spent with you. But it's my fault for not opening my eyes sooner. I truly do believe that you wanted the best for me, but unfortunately I don't think that you are my best. I truly do believe that you think those investment choices are my best options. But now, I know that I have other options that will lead me to potentially more success with fewer fees.

I hope the best for you. I hope you find that special someone who doesn't mind sub-par investment choices and doesn't think that they can do this on their own. Someone who thinks they can't start investing with a simple method. And maybe, just maybe they'll reach some of their retirement potential and some of their goals, but at what cost to their portfolio?

I know that you have some great plans and ideas for the future but they just aren't for me. I hope you continue to learn and grow on your own. I hope you find those great investments that earn you lots of compound interest and don't cost you a bundle in fees. I hope you don't resentment me for all those long hours spent with me.

I'm sorry if you don't understand...

All the best

Now Go and Be Intentional with your Break up!

57 views0 comments


bottom of page