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More Than a Winning Roadmap
If obtaining financial success was simply about following a winning strategy, then why do individuals struggle to gain financial independence? It’s because achieving financial success takes more than a winning roadmap. Read about “Our Advantages”, and you’ll see we never once mention anything about superior strategies. Although we have winning strategies, they alone won’t lead to financial security. That’s because winning strategies alone won’t lead to financial security. Without the essential financial fundamentals below, strategies fall apart.
Laying the Foundation
Far too many investors and planners focus on a strategy without first addressing the essential fundamentals that make succeeding from their plan possible. Without first laying a solid foundation, the path to financial independence is built on shaky ground. For this reason, we begin working with a client by focusing on the ridiculously small changes that, when applied consistently, produce huge effects over time.
Building the Castle
As you may imagine, we wouldn’t put in all that hard work laying a solid financial foundation if there wasn’t an end goal in mind. Once we’ve cleared all the psychological barriers and complexities from your path to financial independence, it’s time to put the wheels in motion (But don’t worry, we’re continually checking in to ensure your psychological fortitude is healthy and that cousin confusion hasn’t stopped by for a visit). We wouldn’t dare say we make finances fun. But if you enjoy straightforward, structured systems, that make attaining financial security easy, perhaps you’ll say that about us. Regardless, building your castle is the final stage of the process, albeit one that’s never-ending (You can always add more bricks to your villa). With a solid foundation upon which to build, we put all our mechanisms to work in a repetitive process of strategic “brick” laying, inching higher to a bright financial future.
*Investment News: Behavioral Finance Slides Inv News Webcast 2015.pdf