Coaching Questionnaire

Yes No  
Do you really know your purpose for money?
Are you currently invested in the market?
Do you understand the expected return and the risk of fixed income and equity investments?
Have you identified your tolerance for risk?
Do you enjoy gambling?
Can you measure the risk in your current portfolio?
Can you identify the return on your money that will be satisfactory?
Do you understand the difference between active and passive portfolio management?
Can you identify the annualized return on your investments for the last year, three years and five years?
Do you know the three warning signs that you are gambling and speculating with your investments?
Do you currently use a commission-based financial advisor?
Do you know the true cost associated with high portfolio turnover?
Have you saved enough to last until you are in your 80s or 90s?

No matter what your score, coaching can help you improve your investment experience.

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved