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Access to professional equity analyst for one-hour long live review and update of investment strategies, goals and market dynamics. Educational presentation of why a D-I-Y strategy will ultimately increase long term returns.
Goal: To understand what you are invested in, why you are invested in it, and to understand how much your advisor is costing you in lost returns.
Understand the alternative to high-cost advisors and why a DIY strategy could be best.
One-time consultation fee of $199 (up to two people)
Access to professional equity analyst for one-hour long live review and update of investment strategies, goals and market dynamics. Educational presentation of why a D-I-Y strategy will ultimately increase long term returns.
Goal: To understand what you are invested in, why you are invested in it, and to understand how much your advisor is costing you in lost returns.
Understand the alternative to high-cost advisors and why a DIY strategy could be best.
One-time consultation fee of $199 (up to two people)