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5 Questions Before You Invest
Name the deal, run all five, then have the coach pressure-test the weakest one.
Checklist
5 Questions Before You Invest
@fmaunlv
Name the deal, run all five, then have the coach pressure-test the weakest one.
The deal I'm scoring right now
Can it compound?
It grows on itself over time, not a one-time hit.
Who has control?
You know exactly who drives the outcome.
What if it fails?
You know what you get back in the worst case.
Is the upside bigger?
The reward is clearly larger than what you could lose.
Do you understand it?
You can explain how it makes money in two sentences.
An AI coach reads your work against the FMA playbook. Education, not financial advice.
FMA coach
5 of 5 = invest. Fewer = a gamble.Diversify where you don't understand. Concentrate where you do.
Feelings pitch. Checklists decide.
Take the knowledge with you: the PDF is the full framework, worked examples, and the printable version of this tool.
Download the guide (PDF)One-page card
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