Portfolio and Fee Analysis — $199Know what you own and what you’re paying.- Plain-English breakdown of your investments and the role each holding plays
- Fee table with estimated total dollars per year
- Neutral fit check against your goals

Choosing the Right Advisor — $349Hire with confidence, not confusion.- Assessment of which type of financial advisor best fits your needs
- Tailored interview checklist for easy comparisons
- Checklist of warning signs to avoid

Complete Relationship Review — $499A deeper look at your advisor relationship- Everything in the Portfolio & Fee Clarity Review
- Review of advisor’s incentives, fees, and value delivered
- 30-minute consult + clear questions to raise with your advisor