Hey

Have you come to a point in your life where you wonder who you really are?

Where do your thoughts and beliefs come from?

Are they really your own?

So many questions and the one thing I have learned from years with working with clients is this, many of us don't even know what are own values are!

How often have you done what everyone else was doing and for no rhyme or reason?

This is one of those things I have come to realize about most people when it comes to finances and fitness. We adopt habits from our circle and it makes complete sense.

When was the last time you sat down with someone to see if your investments and financial future actually lined up with you values?

I can tell you numerous stories about how when I worked with people after interviewing them, I learned that they would have very polarizing view points in areas, yet vote for ones that didn't actually align with theirs.

It's almost like people betray their own identity unknowingly.

It's why I am going to be running an Investor DNA consultation. Just a brief conversation to look at your values and to see if your investments align with them.

If they don't, what would returns look like if they actually did?

I looked at this for another individual, in a 5-year timeframe, had it followed investments associated with his values, he would have increased his portfolio from 400k - 1.3 million.

Instead, by following the crowd his 400k only grew to 700k.

Those are huge numbers.

Let's have a conversation sooner than later because time is money.

Coach Monty.

P.S. - There's a profound level of joy when you know that your money is in alignment with you values. Let's start the conversation with a Discovery Call.