When it comes to money, there’s no shortage of questions. When it comes to YOUR money, the answers to those questions can be life–changing.
The problem is, there are so many choices available. Which path makes the most sense to take? One of the most important– but difficult– things to do is to shield yourself from “sales agendas“. There are a lot of them out there.
What’s the best way to do that? Ask questions. Then challenge the answers to ensure they make sense. Verify everything!
The answers you get in response to your questions should have fact-based reasons behind them. If the person, website, or service you’re communicating with tells you something but can’t back it up with a solid foundation of examples and facts to substantiate their position… well, maybe it’s better to look elsewhere— or at least get a second opinion. You’d do that with your health, so why not do it with your wealth?
The section below is a collection of some of the most common questions we get asked by students, customers, clients, and candidates. Click on the questions to see our answers. If you have a question that isn’t listed below, feel free to visit our Contact Page and send it to us on our inquiry form. We’ll get right back to you, usually within minutes to a few short hours… not days. Also, read more about our Financial GPS, or schedule a live phone or Zoom consultation by clicking the buttons below.