Portfolio Review

Who Would Benefit From A Portfolio Review?

Ideal for self-directed investors or those who want second opinions on professionally managed accounts.
We review and analyze your accounts and provide the best strategy for you to implement on your own.


  • Investment timeline

  • Risk tolerance

  • Asset allocation

  • Account type

  • Transaction costs of rebalancing (capital gains/losses)

  • Underlying fees

Service Packages


One-Time Price Our list of services:

  • Time horizon & risk tolerance analysis
  • Asset allocation/diversification plan
  • Retirement accounts review & recommendations
  • Non-retirement accounts review & recommendations
  • Estimated transaction taxes & costs
  • Review & recommendations meeting

Silver Plan

$750 Clients with up to two retirement & one non-retirement accounts .

  • Up to 2 accounts
  • 1 account
  • 30 Minutes

Gold Plan

$1,000 Clients with up to three retirement & up to two non-retirement accounts.

  • Up to 3 accounts
  • Up to 2 accounts
  • 45 Minutes

Platinum Plan

$1,200 Clients with up to four retirement & non-retirement accounts.

  • Up to 4 accounts
  • Up to 4 accounts
  • 60 Minutes

***These services are for clients with solely portfolio review inquiries and does not provide a comprehensive financial plan.

Book A 30 Minute FREE Consultation!

During our consultation we will:

  • Discuss your financial goals & current situation.
  • Walk you through our services, process, and pricing.
  • Discuss the next steps in your financial planning journey.
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