What steps do you need to take?
Sometimes people don’t trust the plan and they work outside of it
How do your goals coincide with your plan?
Historic goals mean nothing, fees don’t mean anything, if you don’t have a clear correlation between your plans and your goal
Decision making process of the investor and the advisor or money manager
Envisioning themselves on a road to successful investing
Are my investments doing the best they can and am I on track to reach my goals?
March 21, 2019