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Personalized Investing Roadmap

Build a portfolio that meets your goals and doesn't cost 1% every year

Service Description

Stop paying 1% of your portfolio value every year for passive portfolio management. With the Personalized Investing Roadmap, build a portfolio of ETFs and Index Funds suitable for your risk profile and investing goals, and pay a one-time fee that is a fraction of what you are paying now. WHAT TO EXPECT Before the session: Survey questions to understand your investing goals and risk profile. During the session: In-depth discussion of your goals, risk profile and understanding of various investing options. After the session: Free check-ins by email for the first month to answer questions and ensure smooth implementation of your personalized roadmap. Optional: annual roadmap review (see Roadmap Review service).

  • 2 hr
  • 799 US dollars

Contact Details

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