Financial Assessment Service for Traders
The award winning investing and trading education company, InvestDiva, has launched a new Financial Assessment Service to help traders understand their financial situation before they start trading.
The Financial Assessment Service contains an online and user-friendly survey including a series of questions about traders’ lifestyle, income, expenses and overall financial health. Invest Diva has partnered with top US financial planners and investing advisors who evaluate the results of the test.
While a visit to a traditional financial planner could cost you up to $500, the Invest Diva Financial Assessment Service is accessible to all for a one-time payment of $49.
After analyzing the answers, the advisors then give recommendations and advice on setting investment goals, but more importantly, whether the candidate should consider trading or investment education at all at this time.
Why Financial Assessment Service is For you
“Most traders are in very dangerous financial situation and they don’t even know it,” says CEO of Invest Diva, Kiana Danial. “As an investing education platform, we want to make sure our students’ financial situation is healthy enough to even consider learning about trading and investing. By scanning the student ahead of time, we can save them time and money spent on investment education or trading.”
According to Danial, other than making sure Invest Diva students have the disposable money to trade, another key reason for creating the Financial Assessment service was to find out better ways to manage their students’ trading psychology. Your lifestyle, where you stand with your career and family status can all contribute to the process of making trading decisions.
“Investors who trade money they can’t afford to lose or are under career/ relationship stress, tend to make more emotional decisions which ultimately leads them to failure. We want to make sure our students are in the right mindset so they can grow their wealth, and not gamble their money.”
Invest Diva is an award winning financial education provider based in New York. Their services include Beginners Forex Video Course, One-on-One Investment Coaching, Financial Therapy, and the CEO’s book “Invest Diva’s Guide to Making Money in Forex” which was published by McGraw-Hill in Jun 2013.
Founded by Kiana Danial, Invest Diva’s mission is to empower and educate women to grow their wealth by investing responsibly.
Kiana Danial is an award-winning, internationally recognized personal investing and wealth management expert. She is a highly sought-after professional speaker, author and executive coach who delivers inspirational workshops and seminars to corporations, universities and entrepreneurial groups. She is a frequent expert on many TV and radio stations and has reported on the financial markets directly from the floor of NYSE and NASDAQ. She is a weekly investment expert guest on Tokyo’s #1 Investment TV Show. She has been featured in The Wall Street Journal, TIME Magazine, CNN, Forbes, The Street, – and numerous other publications.
A word from Kiana:
I am SO excited about this service because it enables us to help all people grow your wealth.
We have seen so many companies going after people's hard-earned cash and it makes me sick to my stomach.
This small investment today can prevent you from losing precious time and money.