Portfolio Review: Aligning Your Assets with Your Future

When someone asks for a “portfolio review,” they rarely want stock picks.

They want reassurance.

They want to know: Does this still work for the life I am living now?

Because after divorce, career change, retirement, or loss of a spouse, your old financial assumptions often no longer apply.

Your portfolio may have been built for:

• Two incomes

• A different risk tolerance

• A later retirement date

• A future that has now changed

The investments themselves may not be “wrong.”
But they may no longer be aligned.

That’s why I offer an 80-minute Portfolio Review designed around scenario modeling - not opinions.

What We Actually Do in 80 Minutes

We don’t just look at holdings.

We model outcomes.

• We test your portfolio against your projected income needs.

• We analyze what happens in a 20% market decline.

• We examine whether your current allocation supports the timeline you’re working with.

• We identify hidden concentration risk or tax inefficiencies.

The goal isn’t to overhaul everything.

It is to answer one question: “Does this portfolio support the next chapter of my life?”

For the right person, 80 minutes of structured analysis can prevent years of doubt and reactive decisions.

If you’re navigating a transition and want clarity grounded in math — not guesswork — you can book your 80-minute Portfolio Review here.

$285 | Focused | Scenario-Based | No product sales