Big Money Moments
A short reflection for anyone facing a big money decision, such as retirement, an inheritance or a career change. It takes about seven minutes, there are no numbers and it doesn't provide advice. It exists to help you get clear on what matters to you beyond the numbers.
Most preparation for a money decision is paperwork: gathering statements and pulling figures together. This tool offers a different sort of preparation. Ripple Out does not see, store or share anything you enter. Your answers stay on your device, and nothing is shared unless you choose to share it.
About seven minutes. Mostly taps, with one or two optional moments to write reflections if it helps.
You came in with one question. Here's what was sitting underneath it.
What you came in carrying
There's a short version of this you can take to an adviser, so you walk in already understood instead of starting from a blank page. It's a separate download from your own reflection, so whether an adviser ever sees it is entirely up to you. Keep the results to yourself, or share them with your adviser.
Take this with you when the numbers come.
Before the first meeting
The things a first meeting rarely brings out, written down by the person themselves beforehand. Not financial advice, just a starting point for a better conversation.
Prepared using Big Money Moments, an independent reflection by The Conscious Currency®. Not financial advice. Shared at the client's choosing.