Investment Coaching – Presidio Financial

investment coaching

Investment Coaching for a Lifetime of Smart Decisions

humans are Inately poor investors

Since the beginning of mankind, human instincts have dictated we flee from pain and run towards pleasure. However, successful investors must do the exact opposite. We must create the habit of selling investments that give us pleasure (sell high) and buying those that give us pain (buy low)*. This is much more difficult to implement than you might think. We bring the coaching and discipline to execute this strategy over a lifetime.

* – Research Affiliates, 2018

small mistakes today have huge effects on our future

Time and time again, studies have shown investor mistakes account for at least 3% of the gap between market returns and actual investor’s returns*. The reason for this is because small mistakes or missed opportunities today have huge consequences down the road. A mistake that costs you $10,000 at age 40 ends up being a $728,000 mistake by age 85 if that $10,000 grew at 10% per year for 45 years.

* – 2016 Dalbar Study

objective truths must over power all else

To be a successful investor, your cognitive faculties must overpower your emotions, instincts, and your perception of reality*. The objective truth must be so strongly rooted, such that you do not fall prey to yourself or other traps. Of course, all these barriers are further exacerbated by the media who often profits by feeding into your greed and fears in the name of entertainment. We coach to instill the objective truths in you to overcome these obstacles over a lifetime.

* – Mind Over Money, Matson Money, Inc

establishing our purpose gives us investing freedom

Too often, we live as passengers in our own lives. We go through the motions without establishing our intended direction. This reality deeply impacts our financial picture. Without boldly stating our purpose for money, we are more prone to following trendy, speculative investments that take us down a rabbit hole to our financial ruin. We coach our clients to identify their true purpose for their wealth so that they can direct their resources toward what they care about and avoid endless cycles of misdirected happiness.