Investor Inventory

Welcome to the Investor Inventory.  This is your chance to rigorously examine your present investment and financial position.  It will help you to determine what the next best step is for you to experience both your money and your life as more abundant.  Chances are one of your biggest problems is that…

You don’t even know what your real problems are.

The first step in improving your portfolio and increasing your ability to create real wealth is to diagnose the true nature of your current position.  This can only be done by asking the “right” questions.  What are the right questions?  Taken as a whole, they are the questions that few financial planning processes answer, and they lay at very heart of building better investment solutions to reach your goals.

You don’t know what you don’t know.

Most of these questions will deal with issues you have never directly addressed or, worse yet, didn’t even know existed.  Each question has been specifically developed to help you focus on the dangers and opportunities for growth and improvement in your present investment experience.

By using this diagnostic tool, you will begin to see what the real underlying problems are and quantify them so that you can begin to solve them.  Most investors do not know what their problems are or how much they could cost them.  After completing this, you will have achieved excellent insight into both areas.

ALL GROWTH STARTS WITH THE TRUTH.

20 Must-Answer Questions For Your Journey Toward Peace of Mind

1. Have you discovered your True Purpose for Money, that which is more important

than money itself?

1. Are you invested in the market?
2. Do you know how markets work?
3. Have you defined your Investment Philosophy?
4. Have you identified your personal risk tolerance?
5. Do you know how to measure diversification in your portfolio?
6. Do you consistently and predictably achieve market returns?
7. Have you measured the total amount of commissions and costs in your portfolio?
8. Do you know where you fall on the Markowitz Efficient Frontier?
9. When it comes to building your investment portfolio, do you know exactly what

you are doing and why?

1. Are you working with a financial coach versus a financial planner?
2. Do you have a customized lifelong game plan to guide all of your investing and

spending decisions?

1. Do you have an Investment Policy Statement?
2. Have you devised a clear-cut method for measuring the success or failure of your

portfolio?

1. Do you fully understand the implications and applications of diversification in

your portfolio?

1. Do you have a system to measure portfolio volatility?
2. Are you aware of the incentives brokerage firms and the financial community

have when selling commission-based products?

1. Do you know the three warning signs that you are gambling and speculating with

your money versus prudently investing it?

1. Can you identify the cultural messages and personal mind-sets about money that

destroy your peace of mind?

1. Are you ready to shift your personal experience of money and investing from a

scarcity mode to an abundance mode?

When you have achieved the ability to answer yes to all of these questions, you will be on your way to a high level of peace of mind.  Mark’s goal is to help each of his client learn and understand the answer to each of these questions.

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