We discuss your current situation, what makes you happy or unhappy about your investments and what you would like to focus on to get the best outcome.
Performance Review
Turn Around Within a Week
We review your performance in
the context of your overall plan.
We check the track record and
assess the likelihood of achieving
your desired goals. In this step
we evaluate risk, existing asset
allocation, fees and cashflow.
Deliver Second Opinion
1 Hour
We inform you if your current plan
is on track and if you will achieve
your goals. If minor adjustments
should be made we will make
a recommendation; if there are
significant problems we will
offer our services.
