Portfolio Evaluation/Goal Setting

Service Description

Portfolio Evaluation/Goal Setting Session: This service will provide you with a cursory look at what you have accomplished so far, what your goals are, and some guided next steps. This service is designed for newer investors who may find the monthly mentorship program a little too much for what they currently need.

Cancellation Policy

30 Days Notice on Coaching Contract. 15 Days Notice if Unable to Attend Retreat. 50% Refunded.

Contact Details