An Adviser Checkup will help you gain peace of mind from an independent review. I will do an independent review and reconciliation of your adviser’s statements compared to the statements provided by the bank. I will research any differences and clearly explain any uncovered risks.

An Adviser Checkup will help you understand and learn how your fees and investment strategy compare to other investors. It took me 10 years, 3 exams and a lot of curiosity to understand the complex financial jargon an adviser uses. I will communicate in plain english what is going on in your account and how best to negotiate fees with your adviser.

An Adviser Checkup will help you identify valuable services. Most clients only take advantage of a small portion of their adviser’s services. I will take a second look at your financial needs and recommend additional services (which are often already included in your management fee!) to request from your adviser.