Financially Focused Coaching

Join me to discover your existing assets, build new assets, invest smart, become financially independent.

21 day challenge to SUPER CHARGE your investment returns

Leaving money on the table?  Ready to squeeze more juice out of your investments?  This is the definitive FREE online challenge that teaches you EVERYTHING you need to know to ASK THE RIGHT QUESTIONS to super charge your investment returns.

Never be afraid to ask questions to financial professionals again!!!

End confusion.

Gain clarity.

In 21 days, we will share with you a series of emails, videos and worksheets to help you super charge your investment returns by asking the right questions.

This 21 days challenge  to super charge your investment returns works if you….

…..feel like an investment beginner and don’t know what to ask to grow your money

….are ready to start asking the right questions to get more money from your existing investments

—-want to understand the different investments and how you can profit by know your risk and the connection to reward.

—want to know if your financial plan will provide you with the security and lifestyle you are hoping for in the timeline you want.

And

…..you need 21 days to comfortably build confidence and trust in your in born power to question the choices and decisions needed to make more money from the money you already have.

THE 21 DAY CHALLENGE TO SUPER CHARGE your investment returns is MADE JUST FOR YOU

 

21 day challenge to SUPER CHARGE your investment returns

1
Welcome
2
Day 1: Risk Tolerance — How do you react when a portion of your portfolio declines in value?
3
Day 2: Have you determined approximately when you expect to retire and how much you need to accumulate as a nest egg?
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Day 3: Do you have any high interest rate debt?
5
Day 4: Are you paying a lot in bank fees?
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Day 5: Are you trading frequently?
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Day 6: Are you diversified?
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Day 7: What should my ideal mutual fund portfolio look like?
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Day 8: Are you making decisions based on reason or emotions?
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Day 9: Have your total assets minus total liabilities (such as loans and credit card debt) gone up or down during the past year?
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Day 10: Have you defined your Investment Philosophy?
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Day 11: Have your goals changed?
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Day 12: Do your investments still meet your requirements?
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Day 13: Do your investments align with your goals, risk aversion, and age?
15
Day 14: Is your asset allocation out of whack? Is it time to rebalance?
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Day 15: Do the mutual funds live up to its stated investment goals?
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Day 16: Is there an alternative lower cost mutual fund available with a similar or better performance history and risk profile?
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Day 17: When and why will I sell this investment?
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Day 18: Should I invest in international stocks and bonds? How do I do it?
20
Day 19: Is it a good time to invest?
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Day 20: Are Alternative Investments, Like Angel Investing or Cryptocurrencies, a Good Idea?
22
Day 21: What should I be doing with my money?

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Enrolled: 8 students
Duration: 21 Days
Lectures: 22
Level: Advanced