This list makes sure your groundwork is done before any money changes hands. Each item stands for a piece of knowledge you should hold in your hands — on paper.
Our Baseline
We hold ourselves to every item on this list. Your written breakdown covers each point plainly and fully.
Before the call
I have a rough figure for how much capital I want to put to work.
I understand the core difference between a Gold IRA and physical home delivery.
I have my questions ready (see our 15 Questions guide).
I treat this as a long-term holding, not a short-term trade.
During the first call
We talked through my goals before any product came up.
The reasoning behind each recommended product was laid out clearly.
I got the exact margin on each recommended product — not a rough range.
We covered the full cost picture — custodian upkeep, vaulting, and product margins.
The buyback rules, including bid-ask pricing, were walked through.
We agreed to put every detail into a written document.
Reviewing the written breakdown
I hold a written breakdown of every cost.
The breakdown spells out the specific margin on every recommended product.
The breakdown sets down exit rules and buyback terms.
I have the paperwork I need to share with my family or advisors.
I know what my account statement will show next to what I paid.
I know the order — exact numbers in hand before any capital moves.
Before you sign off
Every cost and term is on paper before I take any step.
Buyback terms are written down, not just spoken.
I weighed this choice on my own clock, with no made-up deadlines.
I hold a hard record of what I am doing and what it costs.
The Iron Rule:
“Everything in writing, before you commit.”
We put the numbers on paper so you can make a clear-eyed, well-grounded choice.
Ready to run the checklist for real?
One call. Written numbers before you decide anything.