Benjamin Felix

One less thing to think about.

The next point here is freeing up mental overhead.

I actually didn't consider this at all before we signed on.

This is an interesting one because they hadn't considered it before and then experienced it once they started working through onboarding with PWL.

But even through just getting started with PWL, I'm already noticing that the mental space I've been giving to long-term planning and building my financial knowledge is easing up.

Good example, I really, really wanted to discuss account drawdown optimization strategies late last year.

Now I don't care, and that can wait until I'm ready to actually start doing it.

There are lots of things I'd like to be good at, but only so many hours each day.

Removing this from the list makes room for something else.

Good classic case of delegation.

And then they had some notes on why they chose PWL in particular.

The first point is high trust.

I'm a rational reminder listener.

So hello, listener, if you're listening.

So I'm very familiar with the company and their approach.

I like their evidence-based philosophy and that they look at the investment strategy as only the tip of the iceberg of the services they offer.

There are a lot of bad advisors out there who will happily take your 2% and provide very little value in return, but I have a high level of confidence that PWL is not that.

Their fee is comparatively reasonable and they'll work hard for me to earn it.

And it's already been noted in the thread, I guess this was

elsewhere in the discussion thread that this was posted in, but they're also the first to admit that if your needs are simple and you're a perfectly happy DIY investor using globally diversified index funds, you may not be a good fit for their services.