Believes everyone wants to know they have made good financial decisions. Understands each person believes what they know is true. Believes each individual wants to minimize or eliminate financial errors. Understands the internet & market place information can distort decisions.
Mission
Who – R Mike Latta – Financial Idea Specialist
What
Showing people where and how they are losing money unknowingly and unnecessarily can improve their lives today and in the future. There is more to be gained by avoiding losses than picking apparent winners
Why – Do you know what you want?
Understanding what you want will help minimize stress and build confidence for the financial journey
How
Educational process of understanding the dynamics of how money works in crafting a balanced and efficient strategy for each person’s financial journey
