Sometimes you need more.
And sometimes you don’t.

Portfolio 2nd Opinion

If you are a do-it-yourself investor, we can provide a one-time personalized financial review and actionable plan so you can feel confident in your investment decisions moving forward.

We offer a complimentary introductory call, and often we can resolve simple issues without the need for a paid consultation.

STEP 1
Complimentary
Introductory Call

We begin with a short call to learn about you both personally and financially. This conversation helps us understand your goals, your needs and what you're hoping to gain from a financial planning review.

STEP 2
Understanding Your Whole Financial Picture

If a Portfolio 2nd Opinion is right for you, we’ll request a few key items, typically investment account statements, an overview of your spending, and details of your current income sources and tax bracket. From there, we conduct a thorough review of your current portfolio, asset allocation and tax efficiency, all through the lens of your personal goals.

STEP 3
Planning Review Session

In a focused 90-minute meeting, we’ll walk you through our detailed analysis of your portfolio, covering investments, asset allocation, tax strategies, cash flow and retirement withdrawal planning (if applicable).  You’ll have a chance to confirm and add information to help us refine your customized plan.

STEP 4
Implementation

After our review session, we take everything we've covered – your goals, current portfolio, tax situation and planning priorities – and organize our findings into a clear, actionable strategy. The result is a concise, professional summary that outlines what to do, why it matters and how the recommendations fit into your overall financial picture.

Portfolio 2nd 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.

As-Needed Advice: $375/hour

(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.