Why Trying to Manage Your Own Money Might Be the Most Expensive Decision You Ever Make…

If you’re like most successful people, you already have a great income, a nice house, a solid investment strategy, and maybe even some money saved up for retirement. You’ve built a good life. Things are comfortable.?

But what if I told you that being “comfortable” could cost you everything??

What if that comfort and confidence in your current financial setup is exactly what’s holding you back from reaching true financial freedom??

Hi, my name is Mateo Dellovo, and if you’re reading this, you’re probably already more successful than most. You’re driven, you’re a high achiever, and you’ve worked hard to get to where you are today. But here’s the truth: financial freedom isn’t just about hard work and saving money.?

It’s about making the right decisions—consistently and over time. And it’s about avoiding the big mistakes that can derail everything.?

If you’re like many people I’ve worked with, you’ve probably thought at some point:?

? “I’ve got this handled. I don’t need a financial advisor.”?

? “I’ve been managing my own investments for years, and they’re doing fine.”?

? “I’m smart enough to figure out my money on my own.”?

? “Why would I pay someone else when I can do it myself?”?

And hey, I get it. It feels good to have control. To feel like you’re in charge of your own destiny. But let me ask you this:?

What Will You Do When the Unexpected Happens??

When the markets shift… when the economy takes a dive… when life throws you a curveball—are you truly prepared??

I’ve seen it time and time again: people who thought they had everything figured out until they didn’t. They thought their 401(k) or their real estate investments were enough. They thought managing their money was simple because they’d never experienced a serious loss.?

But the truth is, when things are going well, it’s easy to think you’ve got it all under control. It’s only when the storm hits that you realize you weren’t as prepared as you thought.?

What If I Told You There Was a Way to Avoid the Pain of Costly Financial Mistakes??

What if there was a way to not only protect your money from downturns but to position it for real growth—so you could live the life you’ve always wanted??

That’s where I come in.?

I’ve spent years helping people just like you—people who are smart, successful, and driven—navigate their financial lives. But here’s the thing: I’m not just a financial advisor. I’m a fiduciary advisor.?

That means I’m legally and ethically bound to act in your best interest, no matter what. I’m not here to sell you products or make commissions off you. I’m here to be your partner, your sounding board, and your guide in making the smartest decisions for your money and your life.?

The Big Problem No One’s Talking About…?

You see, there’s a dirty little secret in the financial industry that no one wants to talk about: not all advisors are created equal.?

Most so-called “financial advisors” aren’t fiduciaries. They’re brokers. They’re salespeople. They push products that make them the most money—whether or not those products are right for you.?

Ever wonder why you’ve been pitched whole life insurance, annuities, or mutual funds loaded with fees? It’s because these products make the advisor rich, not you.?

And if you’re working with a bank or a big Wall Street firm, guess what? They’re more interested in profits for their shareholders than in what’s best for you. That’s the reality of the financial world we live in.?

But There Is Another Way…?

Imagine having someone in your corner whose only job is to help you make the best possible decisions for your money and your life—someone who is on your side of the table, always.?

I want you to think about the most successful people in the world—CEOs, top athletes, high-performing leaders. What do they all have in common??

They have advisors. They have teams of experts helping them navigate every area of their lives. They don’t go it alone.?

Because they know that when the stakes are high, the last thing you want is to rely on your own limited experience. You don’t know what you don’t know. And when you don’t know, that’s when you make the biggest mistakes.?

The Same Is True for Your Money?

You wouldn’t try to diagnose your own medical condition without a doctor, right? You wouldn’t attempt to fly a plane without a pilot. So why try to manage the complexities of your financial life without a fiduciary advisor to guide you??

I’m not just talking about investments. I’m talking about your entire financial picture—taxes, estate planning, real estate, risk management, and everything in between. And while I don’t give tax or legal advice, I act as your quarterback, ensuring you have the right team of professionals in place to cover all your bases.?

Because here’s the deal: financial planning isn’t just about numbers. It’s about life. It’s about building a future for yourself and your family that gives you freedom, peace of mind, and the ability to live life on your terms.?

It’s Not Just About You—It’s About Your Family?

If you’re married or have a partner, managing your financial life gets even more complex. You have two sets of goals, two perspectives, and sometimes, two different ideas about money.?

I’ve helped countless couples create financial plans where each person’s voice is heard. We create three plans—one for each spouse and one for the family—so everyone is working toward the same goals.?

I ask the tough questions that most people don’t even think to ask. And I facilitate the conversations that bring couples together, aligning them with a shared vision for the future.?

You’re Not Just Hiring an Advisor—You’re Hiring a Team?

Think of your life like a professional sports team. You’re the owner, and it’s your job to put the best team in place to help you succeed.?

I’m your coach, your quarterback. I’m here to help you assemble and manage a team of professionals—from tax advisors to estate planners—so that every aspect of your financial life is handled by the best in the business.?

And because I’m a fiduciary, I’m only interested in what’s best for you. No commissions. Just sound advice that’s tailored to your goals.?

So, Why Wait Until It’s Too Late??

You might be thinking, “I’ve got time. I’ll figure this out later.” But here’s the thing: financial freedom doesn’t happen overnight. It’s built one smart decision at a time, over years.?

And the people who are truly financially free? They didn’t get there by going it alone. They had help. They had a plan. And they started early.?

So, the question is, will you wait until you’ve experienced the pain of a costly mistake? Or will you take control now, before it’s too late??

Your Next Step: Let’s Talk?

I’d love to offer you a free, no-obligation strategy call where we can talk about your financial goals and challenges. And as a bonus, you’ll get a complimentary one-page financial analysis to help you make smarter decisions.?

This isn’t a sales pitch. It’s a chance for us to get to know each other and see if we’re a good fit. You’ve got nothing to lose, and everything to gain.?

Just click the link below to schedule your call, and let’s get started.?

https://calendly.com/bfawealth/new-strategy-call?month=2024-09 ?

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About Mateo

I founded BFA Wealth Management because I believe everyone, not just the ultra-wealthy, deserves access to sound financial guidance. Our approach is deeply personal and proactive, with a focus on both building and protecting wealth. We don’t just help you grow your assets—we help you manage risk, avoid costly mistakes, and make informed decisions that safeguard your financial future. Whether it’s navigating market volatility, optimizing investment strategies, or preparing for life’s uncertainties, we’re here to provide expert guidance every step of the way. We also collaborate with other professionals—like tax advisors and estate planners—to ensure you have a comprehensive plan for every aspect of your financial life.