Rendemonti Wealth Strategies

Times like these require a firm with experience, knowledge and integrity to continually protect your assets and direct you towards safe and calm waters.

The team at Rendemonti Wealth Strategies desires to be your financial lifeguard, helping you navigate the turbulent waters of accumulation, distribution and conservation of your assets.

The 20 Must-Answer Questions For Your Journey Towards Financial Independence
When you have achieved the ability to answer “yes” to all of these questions, you will be on your way to a high level of financial independence:
  1. Have your discovered your True Purpose for Money, that which is more important than money itself?
  2. Are you invested in the Market?
  3. Do you know how markets work?
  4. Have you defined your Investment Philosophy?
  5. Have you identified your personal risk tolerance?
  6. Do you know how to measure diversification in your portfolio?
  7. Do consistently and predictably archieve market returns?
  8. Have you measured the total amount of commissions and cost in your portfolio?
  9. Do you know where you fall on the Markowitz Efficient Frontier?
  10. When it comes to building your investment portfolio, do you know exactly what you are doing and why?
  11. Are you working with a financial coach versus a financial planner?
  12. Do you have a customized lifelong game plan to guide all of your investing and spending decisions?
  13. Do you have an Investment Policy Statement?
  14. Have you devised a clear-cut method for measuring the success or failure of your portfolio?
  15. Do you fully understand the implications and applications of diversification in your portfolio?
  16. Do you have a system to measure portfolio volatility?
  17. Are you aware of the incentives brokerage firms and the finalcial community have when selling commission-based products?
  18. Do you know the three warning signs that you are gambling and speculating with your money versus prudently investing it?
  19. Can you identify the cultural messages and personal mind-sets about money that destroy your financial independence?
  20. Are you ready to shift your personal experience of money and investing from a scarcity mode to an abundance mode?
* If you honestly answered 10 questions or less, you are working with a financial “advisor” and you will need to hire a Financial Coach.

Awesome, Engaging Coaching Experience
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View this video to hear Louis Rendemonti’s answer to the common question: “How much money will I need when I retire?”