Can you answer "yes" to the following questions?

Remember, you must be 100% confident that you know the answer in order for it to qualify as a "yes" answer. Investing can be one of the most complicated aspects of your financial life. One of the reasons that investing may seem daunting is because many people don't know what kind of questions to ask that will help build their confidence and peace of mind. The 20 must-answer questions are specifically designed to help you identify the areas of investing where you can build your confidence as an investor and escape the Investor's Dilemma™.

If you can answer 'Yes' to ALL of these questions, you will be on your way to a high level of peace of mind with your financial investments. Our investor coaching is designed to equip you to be able to answer these questions with a high degree of confidence. 

The 20 Must-Answer Questions

  1. Have you discovered your True Purpose for Money, that which is more important than money itself?

  2. Are you invested in the Market?

  3. Do you know how markets work?

  4. Have you defined your Investment Philosophy?

  5. Have you identified your personal risk tolerance?

  6. Do you know how to measure diversification in your portfolio?

  7. Do you consistently and predictably achieve market returns?

  8. Have you measured the total amount of commissions and costs in your portfolio?

  9. Do you know where you fall on the Markowitz Efficient Frontier?

  10. When it comes to building your investment portfolio, do you know exactly what you are doing and why?

  11. Are you working with a financial coach versus a financial planner?

  12. Do you have a customized lifelong game plan to guide all of your investing and spending decisions?

  13. Do you have an Investment Policy Statement?

  14. Have you devised a clear-cut method for measuring the success or failure of your portfolio?

  15. Do you fully understand the implications and applications of diversification in your portfolio?

  16. Do you have a system to measure portfolio volatility?

  17. Are you aware of the incentives brokerage firms and the financial community have when selling commission-based products?

  18. Do you know the three warning signs that you are gambling and speculating with your money versus prudently investing it?

  19. Can you identify the cultural messages and personal mindsets about money that destroy your peace of mind?

  20. Are you ready to shift your personal experience of money and investing from a scarcity mode to an abundance mode?


Provident's Investor Coaching


We recommend that you contact us about our Investor Coaching if you were unable to confidently 
answer "Yes" to all of these questions. 

Links to third-party web sites are provided as a convenience.  Provident Wealth Advisors, LLC does not endorse nor support the content of third-party sites. By clicking on a third-party link, you will leave this website where privacy and security policies my differ from those practiced by Provident Wealth Advisors, LLC.


Provident Wealth Advisors

25511 Budde Road

Suite 1002  The Caroline Building

The Woodlands, TX 77380


  • Facebook Social Icon
  • LinkedIn Social Icon
  • YouTube Social  Icon

Copyright 2018 Provident Wealth Advisors, LLC

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Provident Wealth Advisors, and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

Fee based financial planning and investment advisory services are offered by Provident Wealth Advisors, a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through Goodwin Financial Group . Provident Wealth Advisors, and Goodwin Financial Group are affiliated companies.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. This site is published for residents of the United Sates only.  Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  Not all services referenced on this site are available in every state and through every advisor listed.  For additional information, please contact us at 281.466.4843.

Provident Wealth Advisors, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

ADV - 2A                                       is a Division of Provident Wealth Advisors, LLC.                                               Privacy Policy