Investment Review & Risk Management

Understanding your investment philosophy is crucial for retirement success. I provide objective analysis of your current portfolio and help you evaluate whether it aligns with your retirement goals. Through either ad hoc hourly consultations or a Comprehensive Retirement Plan, we'll review your investments with a focus on risk management and cost efficiency.

Analyze your current portfolio allocation

to ensure it matches your retirement timeline and income needs, helping you understand how different asset combinations might affect your long-term goals

Work together to assess your risk tolerance

going beyond standard questionnaires to understand both your emotional comfort with market volatility and your financial capacity to take risk

Conduct detailed analysis of your investment fees and expenses

across all accounts, helping you understand their impact on your long-term returns and identifying potential opportunities for cost reduction

Review your portfolio diversification

across asset classes, sectors, and geographical regions to help protect against concentrated risks while maintaining alignment with your retirement goals and risk tolerance