• 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