Investors! Don't Make a $10,000 Mistake!

When the market tanks, we get two kinds of calls:

1. Calls from clients with referrals.
2. Calls from the referrals wanting quick advice. 

Making sudden changes in your portfolio when there's turmoil in the economy is not something we can recommend.  The great football coach Vince Lombardi left nothing to chance and created masterful game plans for his team that took into account every possible eventuality of the game ? in advance.  In other words, good or bad, he always had a plan to guide him to victory.  He never panicked.  That is exactly what we do for our clients.  We lay out the game plan for any and all market outcomes.  No matter what happens to the market, you are prepared in advance. 

There are important questions for us to discuss to assist our clients in having a successful investment strategy.  Questions such as...
  •  Do you have a customized game plan to guide your lifelong investment decisions?  
  • Have you established a written agreement that outlines expectations for your relationship with your financial professional?         
  • Have you determined a method for measuring the success of your portfolio?   
  • Have you deliberately assessed the gap between where you are right now, and where you want to be in five years from now?        
  •  Do you understand the role of diversification in a successful investment portfolio?  
  • Do you know how to measure risk in your portfolio?      
  • Can you identity the cultural messages that shape your view of money?    
  • Have you defined your investment philosophy?       
  • Do you understand how 'the market' really works?      

  • Have you identified your True Purpose for Money™?

So the question is...
Do you want a Sales Driven Program or a Relationship Program.

Sales Driven - using a salesperson who implements by offering investment products and picking funds for your portfolio - product based.

Relationship Program - using a wealth coach who provides a basis for a mutually successful relationship.  This is done by following a specific process that ultimately helps you discover your true purpose for money, focus on your future, choose an investment philosophy, and examine your expectations. Then your coach is in a position to analyze financial data, personal feelings and produce a plan to meet your goals.  Value based.

At this point in a relationship program, you become the implementer and are in control.  You are ready to design your lifelong game plan along with your financial coach who has your best interests at heart.


The Relationship Program:

What we need to get started:

  • Complete the new client questionnaire. 
  •  Current investment statements - fax, mail, or e-mail to us. 
  • Completed Investor Inventory - gives us your personal thoughts on your wealth planning and investing. (Typically we review this together during our initial meeting.)

What happens next:

  1. We complete a comprehensive and personal Portfolio Analysis.  After this is done we meet with you to present the analysis.  This reveals important factors to you ? all the costs including the hidden fees, what percentage and how much is diversified in the various asset classes, the duplications in your portfolio that can dilute your diversification, how much risk you are actually taking, a comparison to the historical market performace, and how different structured portfolios would look.
  2. Then we show you how to build a winning portfolio using the Nobel-prize winning strategy, Modern Portfolio Theory (MPT).  This strategy is so powerful that the Restatement of Trust which introduces the prudent investor rule takes into account the MPT.  In order to improve the likelihood of success, you will learn about the management system used by most corporate pension plans today.  
  3. As your coach we can assist you in creating a portfolio based on your goals and objectives.  We also provide ongoing education seminars that reveal Wall Street's great financial scam along with the methodology and coaching for maintaining a successful investment portfolio.

We cannot make recommendations without understanding what's important to our clients.  To be successful it is important to stop making emotional decisions and start making financial decision based on the numbers and your objectives.

If you are interested is discussing how to create and maintain a portfolio to meet your goals, give us a call at 1.800.742.3032.  We offer a 30 minute complimentary meeting (in person or phone) to discuss your interests further.
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