1:1 Consultation

In our 1:1 consultation we will create a personalized 2023 investing plan based on your goals including practical steps to achieve them.
 
Identify investment sources - lump sum and DCA and outflows
Identify your ideal time horizon
Investment portfolio mix
Investing schedule

In addition we will
 
Dicuss and explore any investing topic or questions you have
Review your current portfolio and provide guidance and re-balancing suggestions
Identify gaps in your portfolio makeup

Sessions last for 60 minutes and are recorded.  There is also the option to meet in person.