If you lack peace of mind regarding your investments, or are looking for a better way of investing for your future, Evidence Based Investing offers two initial ways to learn more about how we can assist you. Either initial option is free of charge for new or prospective clients.
You are encouraged to attend one of our successful and entertaining Investor Education Series workshops. We hold these introductory events regularly so that new and prospective clients can learn more about what we do. At the end of the workshop you will be offered and opportunity to schedule a one-on-one consultation with an Investor Coach.
Call us at (949) 272-5657 to schedule an initial consultation. In advance of our meeting we will provide you with a few materials to review that will help you better understand our approach to investing.
Included in these materials, will be directions to the office and an Investor Awareness Guide. The “Guide” is a great tool to get you started on the education process, which is critical to investment success. We frequently have people tell us that they feel like they are reading their own history of investing mishaps when they go through the booklet. They often say they wished they had learned those lessons sooner. At the end of the guide there is a brief 20 Question “Investor Quiz” that we ask everyone to go through. This gives us a sense of what you know and what you need to learn more about.
When you come in, we will ask you some thoughtful questions to determine areas of concern and learn more about your specific goals.
We believe that educated investors are confident investors. You don’t have to know everything, but we have found that ignorance is not bliss when it comes to your financial future.