Take Control Of Your Investments

The 5 Step Investment Plan 

• Assess your goals
• Review your circumstances
• Create an investment portfolio
• Eliminate/minimize your taxes
• Eliminate/minimize your fees 

Process

Step 1. You will fill out a spreadsheet about your finances that I will provide (it's simple, I promise).

Step 2. We will have a 90 minute planning session for me to learn more about you, for you to ask questions, and for us to explore potential strategies.

Step 3. I will prepare and share a detailed action plan with you after our call, and help you execute it as necessary.

Frequently Asked Questions

Will it be confidential? Yes. All information, analyses, and conclusions will be kept strictly confidential. It will not be shared without your consent, unless required by law.

What are my responsibilities? You have an important role to play in the success of this engagement by providing complete and accurate information regarding your personal and financial situation.

What if I'm not satisfied? You'll get a 100% full refund.

What is your investment philosophy? Know your risk appetite. Don't follow the hype. Invest early. Invest often. As the saying goes: time in the market is more important than timing the market. Unless absolutely necessary, don't check your portfolio more than once per quarter.

What's the difference between investing and trading? Investing is owning pieces of compelling businesses or assets for the long-term. Trading (by humans) is buying and selling by looking at charts and subsequently donating money to hedge funds. The only trading advice I offer is to stay away from it. 

What about cryptocurrencies? Cryptocurrencies are speculative investments. However, if you have a higher risk appetite, investing a small amount of your portfolio in cryptocurrencies may be reasonable.

Have more questions?

Send me an email: help@alishan.finance 📧