You sometimes think that you're financially sick and immediately wanted the financial manager prescribed tablets to create wealth. But first, check if the health of your wealth being jeopardized by any of the following:
- Mutual Funds
- 401(k), IRA, or other retirement plans
- Life Insurance (are you using it as a death benefit, but not as a life benefit?)
- Stock portfolio
- Ongoing tax liabilities
- Non-performing assets
- Current wealth-building strategies
Once you know your main concern, the financial manager will give the best
prescription for your wealth.