Step by Step Process
Our step by step process can help you maximize your wealth and minimize your risk. By building your plan on sound economic principles, we believe you can achieve better results without taking excessive risk. Our aim is to help you succeed without losing sleep at night. As you get older, we want you to enjoy your money, not worry about it.
1. Initial Meeting
We introduce ourselves to you. We explain who we are, what we believe, and how we do things. You decide if we should work together.
2. Discovery Interview
You share with us your financial position, your dreams, and objectives. We listen carefully to understand what is important to you.
3. Present Situation Meeting
Together we review your present financial position. In this meeting, we try to isolate improvements that can be made with no new expenditures and no additional risk.
4. New Strategies Meetings
We discuss possible new strategies, and verify objectively if they might improve your situation (no unverified opinion or sales hype allowed). Our focus is on increasing your long-term money supply and minimizing your risk.
5. Periodic Update Meetings
We review and modify your plan as your financial status changes. With a solid strategy in place, these review sessions sometimes can be held by telephone.
Noah built his ark before it began to rain...
Basic Economics, A Citizenís Guide to the Economy, Thomas Sowell, 2000, Basic Books, New York
The Millionaire Next Door, Thomas J. Stanley, Ph.D. & William D. Danko, Ph.D., 1996 Longstreet Press, Atlanta
Lifetime Economic Acceleration Process, Robert Castiglione, 2005, Leap Systems, Inc. Castle Lion Publishers, New Jersey
Beating the Street, Peter Lynch, 1993, Simon & Schuster, New York
The Richest Man In Babylon, George S. Clason, 1926, Penguin Books, New York.
The Great 401(k) Hoax, William Wolman & Anne Colamosca, 2002, Perseus Books, Cambridge
Rich Dad Poor Dad, Robert Kiyosaki, 1997, Warner Books, New York
Think and Grow Rich, Napoleon Hill, 1937, Hawthorn Books, New YorkThese books reflect the opinion of Dan Tasciotti and are not endorsed by Massachusetts Mutual Life Insurance Company (MassMutual) or MML Investors Services, LLC.