"If it doesn't make sense or you don't understand it, why are you doing it?"
Education is the first step of understanding one's finances. Your decisions toward the planning and managing of your financial objectives begins with a personalized strategy (or plan) based on fact and tolerance for risk, not just emotions.
Financial Analysis: Determine your financial position
Measure your net worth and cash flow
Determine and clarify financial objective
Measure the probability of success for:
Discuss strategies that make sense to you
Develop financial disciplines
Monitor progress & make appropriate adjustments
Receive a unbiased opinion on your financial strategies and investments. Have a comparative analysis done to determine the effectiveness of your strategies and discuss alternative options.