Get Ready with Daniel Lee: Have An Investment Plan

"Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment plan to begin with and following that investment plan. It might be automating your investments somehow through a robo-advisor, that might require you to hire an advisor. I think any of those options work as long as you have a plan and a system in place." - Daniel Lee

In this episode of GET READY!, I spoke with Daniel Lee, a fiduciary financial planner who is the head of Plancorp’s San Francisco office about the benefits of having an investment plan. Daniel discussed the components of an investment plan and what to keep in mind when reviewing your investment portfolio. We also discussed how people can incorporate socially and environmentally responsible investing into their strategy. 

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Plancorp website: (here)

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Daniel Lee

Daniel Lee, CFA®, CFP®, is a fiduciary financial planner dedicated to helping busy people make intelligent financial decisions. He is the head of Plancorp’s San Francisco office, a full-service wealth management company, and consults for BrightPlan, the first digital financial wellness solution certified for fiduciary excellence. Daniel is an award-winning personal finance instructor at UC Berkeley Extension and is a member of the CFA Society of San Francisco and the National Association of Personal Financial Advisors.

 

 


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About The GET READY! with Tony Steuer Podcast: On the GET READY! Podcast, I’ll be catching up with inspiring professionals from a variety of backgrounds and experiences to help bring you innovative strategies to organize your financial life. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. We’ll also talk about best practices from both the consumer and industry perspectives. 

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