There’s only 3 things you need to do to become financially successful:

1. Maintain a healthy savings rate
2. Be efficient with said savings
3. Control your investment behavior 

This may seem simple in theory but, in practice, it’s difficult due to human nature…

#1 is difficult because we live in a culture of instant gratification and/or we do not have a process to automate and systematically save money.

#2 is difficult because most people don’t have the time or desire to become an expert in personal finance. To rapidly increase wealth, it’s critical to determine the proper balance between paying off debt vs. investing.

#3 is difficult because emotion clouds judgement and most people lack proper accountability. Then, investors buy high, sell low.

Working with a competent, trustworthy advisor ensures that you “keep your eye on the ball” by continuously executing these 3 rules – financial success then becomes inevitable!