Mission

Who – R Mike Latta – Financial Idea Specialist

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.

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

Our Mission

 

This is our mission: to identify and clarify what your financial journey would look like with your answers.

pem-questions

Education Process that does the following:

 

  1. Define what your ideal financial plan should look like and why
  2. Understanding the big picture of financial decisions one makes today impacts the number of opportunities in the future
  3. How to create more benefits from the same dollars spent
  4. Making efficient financial decisions will improve one’s financial future
  5. Having access to money without penalties is critical to one’s financial security
  6. Understanding how you & others make decisions can build harmony
  7. One’s confidence is enhanced as a result of this process

If what you believe to be true turned out not to be true, when would you want to know?