The Serious Money Approach® addresses dangers presented by a world that is busy, risky, and complex. Through a series of life-focusing Serious Money Conversations, you create a Platform of Confidence; your family story becomes a clear and powerful vision of your future; obstacles to the vision are identified; a strategic plan is developed to overcome the obstacles; and a path for implementing the plan is designed.
The plan may include Serious Money Portfolios™, which are guided by an investment policy of easy-to-understand Priciples and Practices. The critical element for achieving a lifetime of successful results is your Serious Money Team™, who coaches you to make better decisions, avoid big mistakes, stay on track, address new opportunities and protect your progress along the way.
- The Serious Money Starter Kit
Where we help you develop your Family Story by organizing the pieces of your financial life
- The Serious Money Conversations
Where we help you create a Platform of Confidence through specific life-focusing conversations
- The Serious Vision Map
- Where we help you transform your Family Story into a clear and powerful picture of your future
- The Serious Gameplan
Where we help you identify the obstacles to your goals, develop a plan to overcome the obstacles, and design a path for implementing the plan
- The Serious Money Portfolios
- Where we help you follow an investment policy of easy-to-understand Principles and Practices
- The Serious Money Team
- Where we help you make better decisions, avoid big mistakes, stay on track, address new opportunities, and protect your progress as your life unfolds
