Sometimes you need more.
And sometimes you don’t.
Portfolio Second Opinion
If you are a do-it-yourself investor and need a second opinion on your portfolio, we can advise you.
We provide a one-time targeted review of your financial situation and your investments so you can feel confident in your decisions.
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Introducing Ourselves
We begin with a short call to learn about you financially as well as personally, review our Portfolio Second Opinion process and answer any questions. We then decide if we are a good fit and move to the next steps.
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Setting the Stage
We will collect and review your documents, then set up a 90-minute phone or video consultation.
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Learning More
During our conversation, we will discuss your goals and objectives, review your investment holdings and address your most pressing financial/retirement planning questions.
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Offering Advice
Following the call, we will provide a written summary outlining our assessment and recommendations.
Portfolio Second Opinion: $2,250
Note: This service is for advice only. We do not manage your money or make any investments.
As-Needed Advice
After your initial portfolio review, if your circumstances change, you are concerned about the market, you have a question or you want us to conduct an annual check-up, we are here for you. We are available to address your issues on an hourly basis whenever you would like, whether it is monthly, quarterly, yearly or ad hoc.
(charged in 15-minute increments)
Note: this service is available only to clients who have undergone the Portfolio Second Opinion.
This service is for advice only. We do not manage your money or make any investments.
As-Needed Advice: $375/hour