||Take unbiased Risk Tolerance Survey
||Enter Your Data in one Secure Place
||Choose one account to have managed
||Finalize Survey to map out steps on your journey
||To Know myself and am confident I make decisions from strength
||Stop wasting time looking everywhere for my financial information
||Start by Making sure my biggest account is being taken care of
||Design plan for Personal Financial Power and have support along the way
|My Current Frustration
||I don’t have a sense of what my limits are. I keep judging myself by how everyone else is doing.
||I spend too much time trying to figure out what my financial situation is. Who has time to keep on top of it all.
||I know I need to do something and especially with the biggest account I have money stuffed away in. How do it do it. It is too complicated.
||I never was taught how money really works. I feel embarrassed when people start talking about money — At my age, where would I start. It feels like it is too late.
||I have pride in being organized and on top of it all
||I know at least one of my accounts is being taken care of by an award winning money manager
||I have unique knowledge and know information the masses typically do not have access to