Portfolio Reviews with FG Advisory
On this episode of Financially Naked: Stories from The Financial Gym, Certified Financial Trainer Sara B and Certified Trainer Advisor Kadri dive into an exciting new service offered by The Financial Gym's sister company, Financial Gym Advisory Services (FGA). They explore how FGA is expanding The Gym's mission by providing personalized investment advice and portfolio management tailored to each client's unique financial journey. For current Financial Gym clients, FGA offers a free portfolio review to help ensure your financial goals are on track.
Sara and Kadri discuss the benefits of working with FGA, from personalized, human-driven guidance to breaking the barrier of asset minimums. They break down what to expect from a portfolio review, why it might be the perfect next step in your financial journey, or where you can get started if you're not quite sure what to do next!
Podcast Notes
What is Financial Gym Advisory Services (FGA)
The Financial Gym expanded in 2024 with a new sister company, Financial Gym Advisory Services (FGA). Coaching has always been a foundation of The Financial Gym, but now clients can receive in-depth investment advice and asset management through FGA.
Everyone starts their financial health journey in a different spot, and The Financial Gym can meet you exactly where you are. The coaching program can help you with the building blocks of personal finance, like saving, budgeting, and paying off debt.
It's very common for clients to start with coaching at The Financial Gym and, once they've built a solid foundation, add advisory services with personalized investment guidance. Having a solid foundation gives you the room to invest.
Financial Gym Advisory Services is currently offering a free portfolio review for all Financial Gym clients. The review is a great way to determine if your current investments align with your values and try out the new service.
What to Expect from a Portfolio Review
A licensed Trainer Advisor will analyze your current investments and holdings, assess your goals, and help you determine if your goals match what you want your money to accomplish. Everyone's profile is different, and the goal is to make sure you feel comfortable with your investment plan.
You'll learn about important investment concepts like fees, strategies, tickers, and expense ratios, making it a great learning experience for those new to investing. Your Trainer Advisor can help provide peace of mind and ensure you're on the right path.
While Robo-advisors are a great tool for some folks, they lack the personalized touch of working with an actual human. Working with Financial Gym Advisory Services is like a breath of fresh air because you're working with someone who understands and cares about your success.
The Financial Gym has always strived to make financial literacy approachable, and FGA is doing the same with investing. The goal is to remove the anxiety and fear from the higher-level aspects of money management, like investing.
The Benefits of Working with FGA
FGA is unique in that there are no asset minimums, meaning we will work with anyone regardless of how much they have to invest. Clients receive personalized attention from a human advisor, making the process more accessible and less intimidating.
For those who may not feel confident in managing their investments or just don't want to, FGA offers a more hands-on, supportive approach. They can "drive the car" for you, allowing you to be as involved or hands-off as you'd like throughout the process.
Before investing, it's recommended to have an emergency fund of 3-6 months of expenses and to pay off any high-interest debt. Financial Gym coaching helps clients prepare for investing by ensuring their financial foundation is strong.
The free portfolio review is available for Financial Gym clients. Clients can easily schedule a review by contacting their Trainer, who will help connect them with the advisory services team and answer any questions.
If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com.
Resources
Email: advisory@fingyms.com
Meet The Trainers
Meet Sara Belhouari, Financial Trainer
Meet Kadri Augustin, Trainer Advisor
DISCLAIMER:
FG Advisory Services LLC ("The Financial Gym") is an SEC-registered investment adviser. INC. FG Advisory Services and The Financial Gym INC are separate but affiliated companies. The Financial Gym's investment advisory services are available only to residents of the United States. Nothing on this website should be considered an offer, recommendation, solicitation of an offer, or advice to buy or sell any security.
The information provided herein is for informational and general educational purposes only and is not investment or financial advice. Additionally, The Financial Gym does not provide tax advice, and investors are encouraged to consult with their tax advisor.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance.
Brokerage services will be provided to The Financial Gym clients through Fidelity Brokerage Services LLC, ("Fidelity") SEC-registered broker-dealer and member FINRA/SIPC. Securities in your account are protected up to $500,000.