Investor Inventory
You Are Invited to Your Next Step In Your Journey.
Congratulations for taking action to secure your financial future!
You are invited to schedule your Investor Inventory with Financial Navigator, Michael McCormick.
Your Future, Our Focus:
At Financial Clarity Group, we take the time to get to know our clients, their goals and what is important to them. In your Investor Inventory, we will review the 20 Must Answer Questions and how investing has occurred for you to help you get crystal clear on your relationship with money to determine what it will take for you to achieve peace of mind.
Realizing how investing occurs for you and the impact that it has on your life is important to clearing a path for a plan of action to achieving your goals.
A Goal without a Plan is just a Wish.
The Financial Clarity Group Process
Step 1.
The Inventory Opportunity meeting to review and determine where you are on your journey.
(You are Here.)
Step 2.
The Portfolio MRI
A deep dive into how you are invested now and determining how closely your current portfolio aligns with your goals and market view.
Step 3.
Integrate Your Roadmap
Design and implement a course of action to align your portfolio with your goals.
A Word from Michael McCormick, Financial Navigator
My role as a fiduciary is to always do what is in my client's best interests.
It is my mission to change the way investing occurs for people from one of speculating, gambling, and fear to one of peace of mind, security, and abundance.
I look forward to meeting you.
Michael McCormick
Here's What You'll Receive
Copyright - Financial Clarity Group, Inc.