When used appropriately, we have seen this Report Card help to significantly aid in preparing to Retire Happily Ever After
Click the play button below and listen to the story of how FundMax was born from ShiftMethods.
This is my book I wrote to teach Financial Advisors based on the chronicles of experiences we've had with people like you. Access exclusive excerpts from the book to see what I teach.
Financial service is an arena that has largely been known as a salesperson’s game and likened to a predator/prey convince/sell model featuring heavy relational dependence to retain. Today's financial advisor is simply a facilitator. Imagine having all the technological benefits of the robo-advisor, the fiduciary wisdom of the Certified Financial Planner, in a format that facilitates mutual discovery and mutual understanding.
FundMax listens well by first asking great questions. Patient to understand your successes, challenges, and fears, we construct a solution strategy that not only positions you for future performance but, maybe, more importantly, prevents you from future heartache and regret.