The Full Financial Framework
How to Prepare for the Certainty of Uncertainty
The Smart Money Philosophy
How are you prepared for the certainty of uncertainty as an investor?
The road toward financial independence has its fair share of dangers and risks. It can often seem like a long, winding road with hazards right around the next bend. Many investors take action without a plan, clouding their judgment with emotions while ignoring logic and reason.
As an investor, you need a philosophy for why it’s better to be proactive instead of reactive when it comes to life and investing. At Full Circle Financial of Colorado, we trust The Smart Money Philosophy. This perspective reverses investors’ typical order of thinking (doing, feeling, then thinking) by instead asking these three questions:
- What are you thinking?
- What are you feeling?
- What are you doing?
When we put it into simple terms, The Smart Money Philosophy means we’re preparing for the certainty of uncertainty by how we structure your investment portfolio. This approach ensures we make data-driven investment decisions.
How do we do that on a practical level? By implementing the right framework for how we plan and manage investments for your financial future.
You need a proactive plan for protecting and advancing your financial future.
The Full Financial Framework is our step-by-step, logic-guided process for making the best possible financial decisions for your future. There are three parts of The Full Financial Framework: Full Circle, Full Fit, and Full Future. Let’s explore of these three parts through the following short videos.
Part 1:
Full CIRCLE
Who and What Matters the Most to You?
Your Full Circle is about identifying and prioritizing who or what in your life matters the most to you. What are you living for? Who are you living for? And, why does all of that matter?
PART 2: FULL FIT
What Investments are Best Aligned With Your Goals?
Being a fiduciary is about far more than your financial advisor looking after your interests above their own. There are any number of ways to grow a portfolio, but what’s best for your exact financial goals?
Part 3:
Full Future
What does it mean to have a Full Future? It means you’re set up for success because you know who you can trust (Full Fit) to protect who and what matters the most to you (Full Circle).