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Review by Chris Hermiz11 months ago
We hired Novel for an investment review and estate plan. We had our money mostly in cash/savings, and were very new to the world of investments. We now have an understanding of our risk tolerance, and have each opened our own brokerage accounts. Thanks to the coaching from Novel throughout the process, we are now well equipped to buy and sell ETFs on our own. This will enable us to make sure that we put our money to work and maximize our savings for our young children's education. Before working with Novel, we didn't realize the implications of not having wills and power of attorneys in place. We are now confident that our children will be taken care of if anything were to happen to us.
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