Creating Your Own Investment Plan

Inside this course, you will get all of the following:

  • 3-part series on the step-by-step process to create your own Investment Policy Statement (IPS)
  • Downloadable IPS Statement you can use to customize your own
  • An example of Jimmy's past IPS used to guide the lectures
  • A downloadable copy of Jimmy's book The Physician Philosopher's Guide to Personal Finance

$19.99 USD