I have sixteen different investment accounts across multiple brokerages and I cannot remember why I opened half of them.
More people experience this than they realize.
Account proliferation over time has created unnecessary complexity that obscures rather than clarifies overall financial position.
“Where Are You with Finance?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.