In our opinion, not knowing what you want
is
a key roadblock for investors. A part of knowing
what you want is knowing where you are, and secondly knowing
who you are. The first is logical and the second is
psychological. This would lead us to the simple conclusion
that investing is both logical and psychological.
At Money Strategies, we
have spent more than twenty years teaching and advising
investors just like you. Through that process we have
developed this investor profile and financial worksheet
which will assist you in taking a financial inventory as
well as providing you some insight into your money
psychology. It is our belief and philosophy that in order
to make sound financial decisions you have to invest the
time and energy to truly evaluate who you are, and what you
want from your money.
By taking the time and
making the effort you will discover how you handle yourself
and your emotions in relationship to your money and related
decisions. You will learn how to deal with market risk,
investment risk and your emotions along with their
interrelation to one another. The end result will be an
investment plan you can implement to build a portfolio for
the accomplishment of your financial goals.
We understand that this
is not an easy task and we are more than happy to offer a
free consultation to assist in this process. You are under
no obligation to use any of our planning, investment or
educational services. Simply complete the form to the best
of your ability and call our offices at (800) 369-5759 to
schedule a time to discuss how to build your financial plan
and investment strategies for the accomplishment of your
goals.
Instructions for Free Download
This form
can be downloaded to your computer and printed so you may
complete it for your personal use or fax/mail it back to us,
and schedule a complimentary consultation. Our contact
information is located on the front of the profile for your
convenience.
The form is designed in Adobe Acrobat and you will need it installed on your machine in order to read and fill out the form. If you do not already have a copy of Acrobat Reader installed on your machine
you can get one for free from Adobe's website www.Adobe.com. Once you have installed Acrobat,
please follow the instructions below:
Instructions:
'Right click' the link below and click
'save target as.'
Save the form to your computer in a location for retrieval later.
Personal Investor Profile
