Sometimes people might ask me – Aren’t you one of those financial, colonoscopy guys? I’ll smile and say ‘close enough, yah’. The next question I’m usually asked is the following: What exactly is a financialoscopy®?
Here’s what I’ve learned over my years in my financial services career - People want financial health. They want to know that they aren’t making mistakes; that they’re winners, not losers.
Everyone is afraid of financial cancers. You and I might feel fine; but are we, really? Is there something lurking that we can’t see? We want to live without pain, worry or fear.
We help to expose undiagnosed malignancies, through the process of the Financialoscopy®.
We take financial samples and perform lab?work to diagnose, discuss and prescribe; so you can live without fear or without pain.
We engage your financial providers to work together as a team to support your healthiest financial outcome, reducing anxiety and charting a path for a long and enduring life.
In short, remember this definition of the Financialoscopy® -
“Financial cancers kill. We test, diagnose and treat;
to provide a full life, free from worry and regret.” ™
