We’ll determine:• If there is underperformance
• If there is proper diversification
• If there are hidden costs creating a drag on the return
• If the portfolio is too aggressive
• If the portfolio is too conservative
In our meeting, we’ll sit on the same side of the table with you and walk through your current investment situation. You’ll ask questions, we’ll give answers. You’ll learn more about financial planning. We’ll tell you what is going on in your portfolio and why. You’ll become more educated and feel less frustrated and worried. If your portfolio is on target and performing well, we’ll be able to start a coaching program that keeps you on track.
To us, that’s valuable consulting.