Portfolio & Fee Analysis — $199Know what you own — and what you’re paying for.- Plain-English breakdown of your investment statements and the role each holding plays
- Fee table showing total estimated annual costs (advisor, fund, and product layers)
- Identification of redundant, high-cost, or opaque investments
- Notes on potential inefficiencies or tax drag (when visible)
- One-page summary you can review at your own paceIf you’ve ever wondered what you’re really paying—or whether your portfolio actually fits your goals—this review gives you a clear, unbiased answer.

Choosing the Right Advisor — $349Hire with confidence, not confusion.- Assessment of which type of advisor and service model best fits your needs
- Tailored interview checklist for easy side-by-side comparisons
- Key questions to uncover hidden incentives and conflicts
- Red flag reference guide to spot sales-first behavior
- Optional 30-minute consult to discuss your advisor search or debrief your shortlist — before or after your interviewsIf you’re comparing firms or meeting new advisors, this review helps you separate genuine professionals from polished salespeople — so you can choose with confidence.

Complete Relationship Review — $499See if your advisor is truly earning their keep.This review goes beyond fees and performance. It examines how your advisor really operates — and whether their actions and incentives line up with your goals.Includes:
- Everything in the Portfolio & Fee Analysis
- Review of your advisor’s compensation and potential conflicts of interest
- Comparison of your goals vs. how your portfolio is actually managed
- Identification of any red flags or misaligned recommendations
- Custom list of questions to raise in your next advisor meeting
- 30-minute consult to discuss findings and next stepsIf you already have an advisor but aren’t sure whether you’re getting the value you’re paying for, this review gives you a clear, independent perspective — no sales agenda, no jargon.