Best Financial Advisors in Troy, MI

How I Invest and Manage My Own Money My clients always ask me how I manage my own money as if it’s a secret I keep to myself. The thing about money management is that people often feel like no matter how much they learn about the latest techniques and trends, they’re never quite doing it right. There’s always some better way to save or to invest. Well, as a CERTIFIED FINANCIAL PLANNER™ professional who works with wealth management strategies every day, I’m here to tell you that the way I manage my own money is not all that different from how I manage my clients’ money. To help peel back the onion on how I manage and invest my own money, here are five essential investment guidelines I use.