Investment Statements 101
Let’s set the record straight – navigating investment statements is difficult, regardless of your experience. Each statement is different, and you’re not alone if you find them confusing and challenging to read. To top it off, there are not enough resources available out there that offer comprehensive guidance.
I work to empower and educate women in understanding their past and future investment statements. Together, we will sit and review what fees were charged, what withdrawals were made, where your money went, where your mutual funds and bonds are listed, and much more. I will then provide you with a reference guide on how to read your statements on your own in the future.
Statement Translation Benefits
In a face-to-face meeting, I will translate the important aspects of your investment statements. We will discuss what they are, why they are there, and why they will be important to understand in the future.
You don’t need to have years of industry experience to gain a foundational understanding of your investment statements – you just need the right coach to break things down in a way that’s easy to comprehend.
Future Statement Roadmap
I equip you with the tools you’ll need to take what we’ve worked on together and apply it to your future investment statements. We will build a reference guide that is unique to your financial goals and needs.
“Allie was referred to me by a family friend after my Dad passed away. All of my parents’ finances became my responsibility, which was very stressful. Allie came to my mom’s house and got on my Dad’s computer with me. She transferred my Dad’s investment accounts into my mom’s name and arranged for the same monthly distributions to be made. She was extremely knowledgeable and helpful in numerous ways. She was truly a Godsend to me and I plan to keep relying on her guidance in the future.”
- Patti W.