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.

We evaluate and provide recommendations based on:

  • Investment timeline
  • Risk tolerance
  • Asset allocation
  • Account type
  • Transaction costs of rebalancing (capital gains/losses)
  • Underlying fees

Service Packages ***


One-Time Price

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


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


Up to 2 accounts

1 account



Clients with up to three retirement & up to two non-retirement accounts.


Up to 3 accounts

Up to 2 accounts



Clients with up to four retirement & non-retirement accounts.


Up to 4 accounts 

Up to 4 accounts 


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

Financial Discipline. Freedom.

Schedule a Consultation