Basic Service

📈 Portfolio Optimization Audit

Perfect for: Existing Holders Seeking Professional Analysis

Comprehensive Review Includes:

• Current portfolio analysis and risk assessment

• Rebalancing recommendations

• Tax loss harvesting opportunities

• Security audit of current setup

• Bull/bear market strategies

• Exit strategy planning

Session Structure:

• Initial portfolio audit (delivered async)

• 90-minute strategy session

• Written optimization report

• Weekly check-in call

• Market alert system setup