
QUESTIONS TO ASK BEFORE SAYING YES
ONE WRONG CHOICE – you can lose your a$$ quick. We are ambitious but “unsophisticated investors” who don’t have fancy finance degrees or decades of investment experience, but we’re serious about building lasting financial legacies for ourselves and our families. When we started, every deal looked like “a great opportunity,” something to fear, or both because we didn’t know the questions to ask to “think like an investor.”
We created this practical, 13-step process to quickly cut through the B.S. and distinguish between a “good deal” vs “a good deal FOR YOU,” at any specific time on your financial and investment journey.