Page 2 - How We Position You For Investment Success

1 Goal Focused & Planning Driven

• Your investment portfolio is a servant of your plan.

• All successful investing is goal-focused and planning driven.

• All failed investing is market-focused and current outlook driven.

• Decision making process must be a priority.

GOALS

PLAN

PORTFOLIO

2 Human Nature Leads to Failure

• Human nature cannot distinguish between temporary declines and permanent

losses; perception between genuine risk and mere volatility is opaque.

• Human nature is always and everywhere a failed investor.

• Faith, patience, and discipline are required to avoid fleeting moments or

response to market/emotional stress.