Dollars and Diagrams

Financial Strategy Checklist


I have long believed that your goals determine your plan and your plan determines your portfolio.

Let’s talk about your portfolio for just a moment.   At some point you are going to have to choose a strategy.

That strategy could be as “conservative” as owning bank certificate of deposits to as “aggressive” of owning a concentrated portfolio of small moonshot companies.

Everyone’s situation is certainly unique.  Most people will not choose a strategy as extreme as the two examples that I laid out.

The most important thing is that you need to know what you own, why you own it, & where it fits in your financial picture.

Nobody has cornered a strategy that is the “best” in all types of different markets.  With whatever strategy you choose to implement, you need to be content to own it in good times and in bad times.

Understand going in when your strategy should do really well and when it should underperform.


Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.


College Planning

Disability Insurance

Estate Planning



Life Insurance

Retirement Funding

Roth IRA


financial fortress blueprint
Ready To Get A Plan To Conquer Your Finances Once And For All?

Your 1-Page Financial Fortress Blueprint Is The First Step. Click Below To Learn More.

graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

Success! Check your email inbox for next steps!

Pin It on Pinterest