Investment Review
What is an Investment Review?
Whereas an Investment Plan involves a comprehensive evaluation of your portfolio followed by a detailed written recommendation, an Investment Review only does a cursory evaluation of your portfolio.
Prior to the meeting I will:
- Evaluate your current investments to determine whether you are properly diversified.
- Assess if your extra savings are directed toward the most appropriate account types.
- Identify any tax-saving strategies you may not be taking advantage of.
During the meeting, I will discuss any concerns or inefficiencies in your portfolio, as well as any tools or strategies you might not be utilizing. I will then guide you on potential next steps if necessary.
Please note that an Investment Review does not result in a formal deliverable. However, I may share notes, resources, and referrals if they would be helpful.
This time is yours, and there is no restriction on which financial matters we can discuss. If you are currently working with another investment professional, I can provide you with questions to consider asking them about their investment choices. If your portfolio appears to lack tax efficiency, I will explain steps you can take to improve it. If you’re uncertain about where to invest future savings (e.g., 401k, brokerage account, Roth IRA, etc.), I can help you make an informed decision.
To be clear, I will not make any specific investment recommendations when I do an Investment Review.
Estimated time: 2 to 4 hours
