Who is on your financial team?


How often to meet with your mastermind to learn something new about your financial situation? Are you discussing investment proposals with persons who understand investing? Or are you guided by the thoughts and opinions of friends and co-workers who are not investors? In my personal family, there was a huge fight at the dinner table because most of the people there thought the stock market was a scam and said that investing in the bank was the way to go. Of course, I didn’t agree and stood my ground. And naturally, I don’t take their investing advice. So what about you? Who do you schedule meetings with to get direction from?


As a financial coach, I help people make more money and grow their investment portfolio by breaking through the mental blocks that prevent you from having a financial road map and speaking with confidence to your licensed financial advisor.

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