Personal Investment Assessment

PHO_assessmentPersonal Investment Assessment: the baseline to start building confidence

Becoming an informed, educated, and confident investor defeats stress, fear, and anxiety over market fluctuations and your future. Take this free, Personal Investment Assessment to establish a baseline for your personal investment strategy.

If you can answer “Yes” to these questions, you’re ahead of the game. If you discover more “No’s” than “Yes’s”, then our personal investment coaching can engage, educate, and guide you toward the knowledge you need to make informed investment decisions—and achieve more peace of mind.

Personal Investment Assessment

Have you discovered your true purpose for money, which is more important than money itself?

Are you invested in the market?

Do you know how markets work?

Have you defined your investment philosophy?

Have you identified your personal risk tolerance?

Do you know how to measure diversification in your portfolio?

Do you consistently and predictably achieve market returns?

Have you measured the total amount of commissions and trading costs in your portfolio?

When it comes to building your investment portfolio, do you know exactly what you’re doing and why?

Do you know where you fall on the Markowitz Efficient Frontier?

Are you working with a financial coach versus a financial planner?

Do you have a customized lifelong game plan to guide all of your investing and spending decisions?

Do you have an investment policy statement?

Have you devised a clear-cut method for measuring the success or failure of your portfolio?

Do you fully understand implications and applications of diversification in your portfolio?

Do you have a system for measuring portfolio volatility?

Are you aware of the incentives that brokerage firms and the financial community have when selling commission-based products?

Do you know the three warning signs that you might be gambling and speculating with your money versus prudently investing it?

Can you identify the cultural messages and personal mindsets about money that destroy your peace of mind?

Are you ready to shift your personal experience of money and investing from a scarcity mode to an abundance mode?

You have finished the quiz.

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If you are not able to answer “yes” to most of these questions, we can help. Contact us today to start the journey and become a more educated investor.