Denver Money Manager

Theme: 
Defining the Project - A  Scrape, a Remodel or a Move Up?

Description: 
A 60-90 minute meeting where we tour your "financial house."  You will be doing most of the talking.  We will mostly listen and ask questions.  We will, however, provide you with a basic understand of "How Money Makes Money" and a tour of the resources on our website.  We will send you a 10 question Investor Profile (there are no wrong answers) prior to this meeting and ask you to bring it with you.

Things to bring to the meeting:

• Investor Profile Questionnaire
• Current statements of all investment accounts (IRAs, 401Ks, etc.)
• Living expense budget (specific or general)
• Inheritance information if that is relevant
• Recent tax return (if you would like to discuss tax issues)
• Copies of Wills or Trusts (if you would like to discuss estate planning)
• Insurance policies (if you would like  to discuss family protection)

Things to think about:

• What are your financial goals?
• What progress are you making toward those goals?
• How long do you want to work?
• What do you want retirement to look like?

Educational  Resource:

• Behavioral Biases and Investment Implications video
• "How Money Makes Money" power point presentation

Post-Step Action Items:

• We will prepare a first draft of your Investment Policy Statement (IPS)