Your First Meeting Agenda

  • The Integrated Wealth Management Process
  • Our Beliefs
  • 3 Things We Offer
  • Money vs. Currency
  • Which Investments Are Safe?
  • The Basis of a Sound Investment Philosophy
  • 3 Elements of the Economic & Financial World That Don’t Work
  • 3 Things That Always Work
  • 6 Principles/Practices for Financial Success
  • The 3 Key Determinants of Successful Investing
  • Your 7-Step Investment Plan
  • How To Minimize Fees
  • Our Team
  • The Ultimate Question
  • Important Concepts To Understand