Self-directed investor?

Paying someone to manage your money?

We offer a second opinion.

Portfolio Review

Ideal for self-directed investors or those who want second opinions on professionally managed accounts.

We review your accounts and determine the best strategy for your whole portfolio based on your goals. We provide an analysis for you to implement on your own.

We evaluate and recommend changes based on:

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

Pricing & Services

Bronze
one time
$300
Clients with an employer provided plan and another retirement account.
Time horizon & risk tolerance analysis
review & recommendations- up to 2 retirement accounts (Roth, IRA, 401(k), 403(b), TSP, etc.)
asset allocation/diversification recommendation
30 minute review with client discussing analysis and recommendations
Silver
one time
$500
Clients with a non-retirement and up to two retirement accounts.
Time horizon & risk tolerance analysis
review & recommendations- up to 2 retirement accounts (Roth, IRA, 401(k), 403(b), TSP, etc.)
non-retirement account review & recommendations- up to 1 account
asset allocation/diversification recommendation
45 minute review with client discussing analysis and recommendations
Platinum
one time
$900
Clients with up to four retirement & up to three non-retirement accounts.
Time horizon & risk tolerance analysis
review & recommendations- up to 4 retirement accounts (Roth, IRA, 401(k), 403(b), TSP, etc.)
non-retirement account review & recommendations- up to 3 accounts
estimated transaction tax implications related to rebalancing
asset allocation/diversification recommendation
60 minute review with client discussing analysis and recommendations
each additional account for review - $50

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

Not what you're looking for?

Here is the complete list of our services.

Financial Planning

Work with a financial planner on an ongoing basis.

Portfolio Review

We provide you a second opinion on established or managed investment accounts.

Financial Check-Up

Use this one-time financial session to find out where you stand with your finances.

Investment Management

We manage your investment portfolio based on your goals and risk profile.

Budget Management

Get your finances on track by creating & implementing a budget.

Divorce Financial Planning

Guidance on the financial aspects of any stage of marital or post-marital planning.

Financial Discipline. Freedom.

Schedule a Consultation