As a platform that enables meaningful conversations with your financial coach, the Investor Inventory helps you get crystal clear concerning your current relationship with money and what it will take for you to achieve peace of mind.
Being truthful with yourself about your finances and their impact in your life is the most important step towards a clear plan of action that puts you on the track to reclaiming your American Dream.
The Portfolio MRIⓇ is a diagnostic assessment of the asset allocations within your investment portfolio. It estimates the mix of your current portfolio and simulates its historical risk and reward characteristics. By comparing these characteristics against those of broadly diversified portfolios with an asset allocation policy based on Nobel Prize winning investing science, you can plainly see the potential differences in past performance between various mixes or styles of investment portfolios and your own.
By the time you complete your American Dream Experience, you will have a new understanding of what investing is, what it’s not, and the potential difference that it can make for you and your family.
You will discover what investing really is and how it can help you live Life on Purpose™. The time you spend learning life-altering truths about money may be two of the most inspiring and informative days of your life.LEARN MORE