What you don't know can hurt you!

      Remember when you were a kid and asked a question and more often than not got an answer like “don’t worry about it, what you don’t know can’t hurt you!” 

      I don’t know if that was ever true but I do know that it is not true when it comes to our wealth. 

      What you don’t know about fees and expenses, taxes and bad money managers and even worse bad investment strategies can and does hurt us. 

You Don’t Know What You Don’t Know. 

      In order to really be in a position to help you through coaching we have to first assess what your real problem is. 

      Such as, are you working with a competent advisor?  Notice I didn’t say nice or polite, I said competent.Remember, the advice we get from any company is only as good as the person we are talking to.Or could it be just a temporary downturn in the stock market. 

      Or maybe it is you. Wrong expectations, letting your emotions dictate what you do or don’t do or just not know where to even begin. 

      Or it could be a combination of the above.  The list is endless. 

You Don’t Have to Know Everything. 

      The Investor Inventory will take you through a series of specifically developed questions that few financial planning processes answer or even ask. 

      Most investors do not know what their problems are or how much they could cost them.  After completing this process you will have achieved excellent insight into both areas. 

      You don’t have to know everything if you know the right things. 

      The Investor Inventory is usually completed after attending a workshop or reading the Investor Awareness guide.