Portfolio Review
Not sure what’s in your portfolio and if it aligns with your goals? Get a review with a summary of strengths and opportunities for improvement for your unique situation.
What to expect:
Intake Meeting:
- 60 minute meeting, virtual or in-person if local.
- Discussion of client’s concerns, current financial situation, goals, and values.
- Explanation of portfolio review process.
Prep Work:
- Securely link financial accounts to financial planning software.
- Risk tolerance determination.
- Securely upload financial account statements for review if additional information is needed.
Recommendation Delivery Meeting:
- 60 minute meeting, virtual or in-person if local.
- Delivery of recommendations and action items.
- Discuss client questions regarding recommendations.
Communication:
- Unlimited email access between intake meeting and Recommendation Delivery meeting.
- Written report with portfolio review analysis and recommendations.
Fees:
$500 to $1,500 depending on the scope and complexity of the portfolio.
- Total fee will be determined and agreed upon at the intake meeting.
- One half the total fee is payable at the beginning of the review and the remainder is payable at the recommendation delivery meeting.
- Total fee will be credited toward the comprehensive financial planning fee if client contracts with AFP for comprehensive financial planning services within 90 days of recommendation delivery meeting.
More Services:
Comprehensive Financial Planning
Investment Advice
Retirement Planning