Choose the Service That Fits Your Needs
Each service addresses different aspects of financial understanding. Select the approach that aligns with where you are and what you're looking to clarify.
Return HomeThree Approaches to Financial Clarity
Whether you need a focused portfolio review, comprehensive financial mapping, or ongoing market perspective, we've structured our services to match different situations and needs. Each operates independently—choose what serves your current circumstances.
All services share our commitment to objective analysis, comprehensive documentation, and accessible communication. The difference lies in scope and timeframe, not quality or thoroughness within each service's focus area.
Portfolio Health Assessment
A structured examination of your investment holdings that reveals how assets are distributed, where concentrations exist, and how your portfolio structure aligns with your needs.
What You Receive:
- Detailed written report with visual breakdowns of asset allocation
- Sector exposure analysis identifying concentration areas
- Risk distribution assessment across holdings
- Consultation session to discuss findings and implications
- All documentation to keep and reference indefinitely
Financial Landscape Mapping
Comprehensive analysis of your complete financial picture—assets, liabilities, income streams, and expense patterns—creating a clear map of where you stand today and how elements interconnect.
What You Receive:
- Interactive dashboards showing complete financial landscape
- Comprehensive written analysis of all financial elements
- Priority identification framework highlighting key areas
- Cash flow analysis and sustainability assessment
- Extended consultation for detailed discussion
Market Context Briefings
Periodic analytical reports examining market conditions, sector developments, and economic indicators relevant to your situation. Provides contextual information to support informed decision-making.
What You Receive:
- 12 monthly or 4 quarterly briefing reports annually
- Analysis of market conditions relevant to your holdings
- Sector development updates and economic indicator reviews
- Optional discussion sessions to explore implications
- Accessible explanations without technical jargon
Service Comparison
| Feature | Portfolio Assessment | Landscape Mapping | Market Briefings |
|---|---|---|---|
| Investment | $2,800 | $4,500 | $6,000/year |
| Timeline | 2-3 weeks | 4 weeks | Ongoing |
| Portfolio Analysis | ✓ | ✓ | — |
| Complete Financial Picture | — | ✓ | — |
| Market Context Reports | — | — | ✓ |
| Written Documentation | ✓ | ✓ | ✓ |
| Consultation Session | ✓ | ✓ | Optional |
Which Service Might Fit Your Situation
Portfolio Assessment
Appropriate for individuals who have accumulated various investment accounts and want to understand how they work together as a whole.
Common situations: Multiple retirement accounts from different employers, inherited investments combined with personal holdings, uncertainty about current risk exposure.
Landscape Mapping
Suitable for those approaching significant life transitions or seeking comprehensive understanding of their complete financial position.
Common situations: Pre-retirement planning, major career changes, business sale proceeds, divorce settlement, inheritance management.
Market Briefings
Designed for people who prefer staying informed about market context relevant to their holdings while working with existing advisors.
Common situations: Business owners with liquid assets, retirees managing substantial portfolios, individuals seeking independent perspective alongside professional management.
Not Sure Which Service You Need?
The initial conversation helps determine which service aligns with your situation. We'll discuss what you're looking to understand, review your circumstances, and recommend the approach that addresses your specific needs.
Sometimes people think they need one service but discover another would serve them better. We're honest about what will provide the most value for your particular situation, even if that means recommending a less expensive option.
There's no obligation from the initial conversation. It's simply an opportunity to explore whether our services match what you're seeking and, if so, which approach makes the most sense.
Ready to Explore Your Options?
Let's discuss your situation and determine which service might provide the clarity you're seeking. No pressure, no obligations—just an honest conversation about what would serve your needs.
Schedule a Conversation