- CFP® | Fee-Only | Fiduciary
A structured review for investors who are considering a change and want to understand where their current approach may be falling short.
A structured review for investors who are considering a change and want to understand where their current approach may be falling short.
This is for investors who are evaluating a current advisor, preparing to hire one for the first time, or considering whether to hand off a portfolio they have been managing on their own.
Designed for investors open to an ongoing advisory relationship — not those seeking one‑time recommendations or a standalone portfolio review.
Have $1M+ in investable assets
Want an objective assessment of how their current strategy is structured
Are open to a more disciplined, ongoing advisory relationship
Are ready to make a change and want a clear picture before they do
Not to produce a plan, but to assess whether your current approach is built to hold up over time.
Alignment between your portfolio’s risk and your actual objectives.
Where fees, taxes, and structural inefficiencies may be reducing long‑term results.
Concentration risk and gaps in diversification across the portfolio.
How your current approach is likely to behave across different market conditions.
Not to produce a plan, but to assess whether your current approach is built to hold up over time.
Share context on your current situation and what is prompting the review.
Upload recent statements through our secure, encrypted system.
We coordinate a time to walk through the analysis together.
Discuss observations, risks, and whether an ongoing engagement is a fit.
“This process is designed for investors evaluating whether to stay with their current advisor or move to a more structured, ongoing approach.”
The goal is not to provide one‑off advice. It’s to identify whether your current strategy is being managed with the level of coordination, discipline, and oversight required to support long‑term outcomes.
If there is a fit, the next step is a formal advisory relationship.
Begin with a short intake form. If there is a fit, we will schedule a call to review the findings together.
The Second Opinion is a preliminary assessment and does not establish an investment advisory relationship with Inclinevest. The discussion is intended to provide general observations and should not be relied upon as specific investment advice or a recommendation to take action. Formal advice and implementation are only provided after a written Advisory Agreement is in place.
Please redact sensitive personal information, including full account numbers, before uploading documents. Information is handled using secure, encrypted systems.
This analysis is based on the accuracy of the documents provided. All investing involves risk, including the potential loss of principal.
