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Everyday Investor

Ideal for those investing between $250,000 and $1,000,000

Do you want a professional perspective on what you’re invested in? Do you want investment ideas for money in your checking or savings account? Do you want to make the most of your 401k or other retirement accounts?

What You'll Get:

  • 4 Meetings or Calls
  • 2 Deliverables for investment recommendations
  • Portfolio analysis of current holdings
  • Investment recommendations from a licensed professional
  • Objective advice tailored to your goals

What We’ll Do:

  • Identify risk tolerance and investment objectives
  • Evaluate your current holdings and investment strategy
  • Provide investment recommendations and perspective
  • Help you implement trades and make changes to your retirement accounts

Plus, after implementation of trades you’ll also receive a 90 day check in meeting to:

  • Evaluate adjustment to your portfolio
  • Incorporate new trends
  • Schedule next engagement or courtesy call

Plus, upgrade to Financial Planning Essentials within 12 months and only pay the difference!

Total Consultation Hours: 5

Book an Introductory Call