Starting my journey as an adult is a terrifying experience, given the multitude of responsibilities I have to handle. Sherman patiently guided me through the importance of financial planning.
Most financial planners have a reputation of being pushy but Sherman reassures me that the choice is ultimately my own. This is one of the many reasons why I chose Sherman as my wealth management consultant.
Most people tend to overestimate their ability to make changes in a few short years while underestimating their ability to make a big change in the long term. Through the sessions with Sherman, he made me realise how I can be financially responsible without missing out on having fun with my hard earned money.
With a curated financial strategy tailored to my risk profile, I am able to acquire a $100,000 investment portfolio earlier than expected and am on track to reaching my goal of retiring by 55 years old. To some, this may be a small amount, but to me, this is a good starting point in my financial journey.
My final message for those who are hesitant to start their journey will be to never underestimate what you can achieve in the long run, so start now, even if it is a small step, as long as it is in the right direction.