If you can answer ‘Yes’ to ALL of These 20 Must-Answer Questions, you will be on your way to a high level of peace of mind with your financial investments.

1. Have you discovered your True Purpose for Money, that which is more important than money itself? Yes___No___
2. Are you invested in the Market? Yes___No___
3. Do you know how markets work? Yes___No___
4. Have you defined your Investment Philosophy? Yes___No___
5. Have you identified your personal risk tolerance Yes___No___
6. Do you know how to measure diversification in your portfolio? Yes___No___
7. Do you consistently and predictably achieve market returns? Yes___No___
8. Have you measured the total amount of commissions and costs in your portfolio? Yes___No___
9. Do you know where you fall on the Markowitz Efficient Frontier? Yes___No___
10. When it comes to building your investment portfolio, do you know exactly what you are doing and why? Yes___No___
11. Are you working with a financial coach versus a financial planner? Yes___No___
12. Do you have a customized lifelong game plan to guide all of your investing and spending decisions? Yes___No___
13. Do you have an Investment Policy Statement? Yes___No___
14. Have you devised a clear-cut method for measuring the success or failure of your portfolio? Yes___No___
15. Do you fully understand the implications and applications of diversification in your portfolio? Yes___No___
16. Do you have a system to measure portfolio volatility? Yes___No___
17. Are you aware of the incentives brokerage firms and the financial community have when selling commission-based products? Yes___No___
18. Do you know the three warning signs that you are gambling and speculating with your money versus prudently investing it? Yes___No___
19. Can you identify the cultural messages and personal mindsets about money that destroy your peace of mind? Yes___No___
20. Are you ready to shift your personal experience of money and investing from a scarcity mode to an abundance mode? Yes___No___

If you did not get a yes to all 20 questions then fill out the form below and we can help you achieve more satisfaction and peace of mind as an investor.
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