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Six Steps to Investment Success

Six Steps To Investment Success

The single greatest formula that will help you attain the life of your dreams is your ability to spend less than you earn, save consistently, and invest with a purpose.

You’ve already identified the life of your dreams and aligned your income with your goals. The next few lessons will introduce you to Purpose-Driven Investing—a revolutionary way to invest that is both intuitive and effortless.    

Purpose-Driven Investing will help you reach your goals by making you a better investor. You will learn a simple and straightforward six step process that will immediately feel more intuitive and be more productive than the investment strategy you’ve been using.

You will learn how to invest with a purpose by following these six steps:


Step #1Create Investment Accounts for Each of Your Goals

Step #2Discover Your Investment Personality

Step #3Match Your Investment Personality with the Corresponding Investment Strategy

Step #4Determine the Initial Timeframe for Each Goal

Step #5Invest Using the Investment Strategy that Best Matches Your Personality

Step #6Monitor Your Investment Accounts


Tune in later this week for a deep dive on Step #1!

The proceeding blog post is an excerpt from The Six-Day Financial Makeover: Transform Your Financial Life in Less Than a Week!, available now on Amazon.


About the Independent Financial Advisor

Robert Pagliarini, PhD, CFP®, EA has helped clients across the United States manage, grow, and preserve their wealth for the past 25 years. His goal is to provide comprehensive financial, investment, and tax advice in a way that was honest and ethical. In addition, he is a CFP® Board Ambassador, one of only 50 in the country, and a real fiduciary. In his spare time, he writes personal finance books, finance articles for Forbes and develops email and video financial courses to help educate others. With decades of experience as a financial advisor, the media often calls on him for his expertise. Contact Robert today to learn more about his financial planning services.

Reach us at (949) 305-0500