Are these guys really different?
Answer: Well that depends a lot on what you are doing now.
Here are the top nine reason we hear:
If you answered yes to one or more.Then, yes we may be better than what you are doing today.
But how are we different from other firms?
We have a process.
We call it the “PLAN” process!
Wow?! We know. Very original huh!?!
Simple beats fancy. PLAN stands for
P – Prepare and plan.L – Look at your choices dispassionately.A – Act.N – Never set and forget.
Simple. Uncomplicated. Easy to remember.
Hard to do.
Many investment firms fail to execute one or more steps of our process.
Now would be a good time to ask, when are we not your ideal choice?
When should you not hire us?
1. You want us to promise we can time the market. Sorry. We don't do that.
2. You want to make a big return fast or a "quick buck". Unfortunately, we find wealth is built over time.
3. You want us to know just enough about you before making a recommendation. Then we gotta admit, you won't like our plan based approach.
If these goals don't apply, then we would love to hear from you!
Honesty is the best way to begin any relationship.
firstname.lastname@example.org | (650) 458-0312