Review the quiz below, and rate your reactions to each pair of phrases on the scale from 1 to 10. Your answers will provide useful information to you about the current level of your financial confidence. There are no right or wrong answers—just the truth. Your progress begins with telling your truth.
Let’s organize your various investment accounts to understand how they are or are not working together. Let’s lay out all the other pieces of your financial life and see how they fit together. Once we’ve helped you with an organized starting point we can move on to goals, and roadblocks, and strategies. If you’ve been procrastinating, or you’re not sure how to go about doing this, we can help you take the first step, which will give you a hit of energy and the confidence to take further steps.
Let’s measure and honor your progress thus far. Let’s use the significant efforts you have already made as a resource for jumping to the next level. Can we consolidate things to simplify? Can we clarify goals? Are your investment accounts working together? Is there proper diversification? Let’s create a clear, powerful picture of your financial future. Do you want a trusted advisor on your team?
Let’s use the confidence you’ve already developed to build a clear and powerful picture of your near-term and long-term financial future, a plan to guide you through life’s transitions and milestones. Let’s make sure to avoid any of Nick Murray’s 8 Big Mistakes. Let’s figure out how best to generate a stream of retirement income. Let’s consider whether you would find it helpful to delegate these responsibilities to a trusted-advisor Team.
You are now leaving The Planner’s Edge, LLC website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.
Schwab is a registered broker-dealer, and is not affiliated with The Planner’s Edge, LLC or any advisor(s) whose name(s) appears on this website. The Planner’s Edge, LLC is independently owned and operated. Schwab neither endorses nor recommends The Planner’s Edge, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with The Planner’s Edge, LLC under which Schwab provides The Planner’s Edge, LLC with services related to your account. Schwab does not review The Planner’s Edge, LLC website(s), and makes no representation regarding the content of the Website(s). The information contained in The Planner’s Edge, LLC website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
