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Description

Margin is the 3rd Value in our Mindset of an Investor series and is paramount in framing the lifestyle of investment.

Our process is simple:

Arena:  what lanes you are running in and what plates are spinning - in short, what requires attention and focus in your life.

Assessment - how much energy is required in the following areas of your life:

Automate - what steps can you take to automate certain activities - to put them under daily discipline and practice.  In addition, what areas can be handed off to professional to steward or to quarterback on your behalf.