Most Popular Package

    Portfolio Transition Package

    I'll help you move from high-fee advisors to cost-effective self-directed investing. Take control of your portfolio and eliminate unnecessary fees.

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    See How Much You're Losing to Fees

    Use my Investment Fee Calculator to discover the true impact of management fees on your portfolio over time. Even a 1% fee can cost you hundreds of thousands of dollars.

    Calculate Your Fee Impact

    What I'll Provide

    Comprehensive Portfolio Analysis

    I'll provide an in-depth assessment of your current portfolio including diversification review and detailed fee analysis.

    Fee Elimination Strategies

    I'll identify opportunities to eliminate unnecessary fees and reduce your investment costs.

    Brokerage Selection & Transition

    I'll guide you in selecting the right brokerage platform and provide step-by-step transition instructions.

    Tax-Efficient Transfer Strategy

    I'll create a detailed strategy with step-by-step instructions to transfer assets while minimizing tax implications.

    Investment Fund Selection

    I'll provide guidance on fund selection across all your existing investment accounts for optimal diversification.

    Tax-Efficient Investing Guidance

    I'll provide strategic advice on tax-efficient investing strategies to minimize your tax burden over time.

    Implementation & Support

    Three 60-Minute Sessions

    I'll guide you through the entire transition process in three extended implementation sessions.

    60 Days Email Support

    I'll answer your questions via email for two full months during your portfolio transition.

    Who This Package Is For

    Ideal for Established Young Professionals

    I designed this package for individuals looking to move from expensive financial advisors or robo-advisors to self-directed platforms. Perfect if you:

    • Have investment portfolios typically $50K+ and want to reduce ongoing fees
    • Have established savings habits but limited time for implementation
    • Have technical aptitude and education that enables self-management with guidance
    • Are currently using high-fee advisors or robo-advisors and want more control

    Potential Fee Savings

    Traditional advisors typically charge 1% of assets under management annually. On a $100,000 portfolio, that's $1,000 per year in fees—every single year.

    This one-time investment can save you thousands in ongoing advisory fees while giving you full control of your investments.

    Calculate Your Exact Savings

    Ready to Take Control of Your Portfolio?

    Stop paying high fees and start managing your investments with confidence. Schedule a free consultation today.

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