Periagoge
Scenario

Why investors pay for advice they could implement themselves

My financial planner charges fees to basically put me in index funds I could buy myself, but I keep paying him because making investment decisions alone feels overwhelming.

More people experience this than they realize.

What we've seen

The need for psychological support overrides cost considerations.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Index funds vs. active investing?”

Peri

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.