A financial review doesn’t have to be expensive or complicated. With The Portfolio 2nd OpinionTM, it isn’t!
What Does A Financial Review Cost?
For this one-time engagement, you pay a fixed, one-time fee: $925. Returning clients are billed $450 an hour. That’s it.
There are no ongoing fees. No monthly or annual subscription commitments. No assets under management (AUM) billing. No commissions. Just a single, fixed transparent fee for easy-to-understand advice.
What Do I Get for My Money?
The Portfolio 2nd OpinionTM shows you – in plain English – what simple steps you can do to improve your finances.
How Long Does It Take?
In a single day, we can complete the entire process.
How Does this Process Work?
The Portfolio 2nd OpinionTM uses a simple three-step process.
Step 1. Complimentary Introductory Call – 15 minutes
During this short call, I will answer any questions you have – and review the three-step process for the Portfolio 2nd OpinionTM. If we decide we should work together, you then schedule Step 2., the phone consultation.
Step 2. Phone Consultation – Up to Two hours
During our call, we will discuss where you are today, and where you want to be. We’ll review the areas of retirement saving, tax planning, asset allocation, asset location, investments, retirement distributions, estate planning, insurance, and more.
Step 3. Portfolio 2nd OpinionTM Delivery – One Day
Following our call, you receive the Portfolio 2nd OpinionTM. This simple document outlines everything you can do to improve your finances.
Is the Portfolio 2nd OpinionTM Right for Me?
The Portfolio 2nd OpinionTM works best for self-motivated people who don’t need ongoing help from a financial advisor. People who can self-manage their investments and check the boxes of their financial “To-Do’s” themselves can save money with this easy, and quick financial review.
How Do I Get Started?
Schedule a 15-minute complimentary introductory call.