I commend you for taking the initiative to schedule an appointment to discuss your investing experience.  During our appointment, we will review the 20 Must Answer Questions and what you can do to get more "yes'" to these vital questions.  It is very important that you complete the following before the appointment:

  1. Listen to the audio recording below (It is the same as the CD which you received.  It is 40 minutes in length.
  2. Read the Prologue and Chapter 1 of Main St. Money.   

These educational resources contain important background information that we will need in order to maximize our meeting.  I look forward to our time together.

 

Regards, 

David Chong