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What
is a "no formal fee"* independent portfolio
makeover?
Our comprehensive portfolio review points out the
strengths and weaknesses in your portfolio - an exercise that saves you
tens of thousands of dollars! This analysis coupled
with one-on-one coaching equips you to take a proactive, educated role
while working with your financial advisor.
Your portfolio makeover includes:
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A 30-page report that gives you an executive
summary of my findings, a detailed analysis of your
portfolio and specific strategies you can use to strengthen
your portfolio.
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Educational gems and secrets used by the
Masters of Investing.
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An individualized plan that will minimize
future losses as well as maximize your gains.
By receiving a portfolio makeover, you will experience
more peace of mind and feel
much more confident and competent - even in these
uncertain times! Whether you continue working with your advisor,
or decide to manage your investments on your own, you will have
a brand new roadmap - the guidance you've been looking for!
Start the process now so you can reach
your financial and retirement goals.
Now is the time to secure your future. If you
have lost more than 15% of your investments, this is not
the time for a "hands-off" attitude, using an
advisor whom you may very well trust but who may not possess the
skills or knowledge to protect you and your family.
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Remember:
complacency and hope are NOT financial strategies. Don't
let fear, embarrassment or anger stop you from taking
action! |
*
Really? Yes, that's right. There is no formal upfront fee.
However, after I review your results with you, you will be
invited to make a contribution based on the value you feel you
have received as it relates to your financial and/or retirement
goals. I trust in your ability to discern a value and will
gratefully accept what you are willing to offer.
Call me today at 510.698.4901 for a free
30-minute consultation.
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I am a “baby boomer” MD who has
always had a nice income and great job security.
For reasons common to many women, however, I developed
anxiety around finances early in life. I worried I
wouldn’t have enough money to retire on, but was
paralyzed by the idea of delving into it. I just
thought it would be too complicated for me to learn.
My unfortunate response was to do nothing - so my
investments stayed “parked” while I prayed. I
realize now I lost out on establishing a healthy
relationship with money. I also lost a lot of
money.
Well, Megan did a portfolio analysis for
me and in the process I became better educated. I
also lost a lot less money ($74,300 to be exact) than I
would have if I had continued using my old “buy and
hold” strategy. With Megan’s help, I became so
much more comfortable with money matters and my anxiety
quickly disappeared. I have learned so much about
the basics of money and how to invest the smart way.
With a quick mind, a HUGE heart and a healthy dose of
humor, she soon became my money therapist!
I would highly recommend Megan’s work to any woman who has fears
around taking greater control over her finances!
~ Heidi
Syropolous, MD ~ Philadelphia, PA
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