US-Based Investment Consulting Needed
Budget: $250 – $750 USD
I want to position my money for long-term growth through a sensibly diversified mix of stocks and bonds. To do that, I need clear, actionable investment advice from a consultant who is physically located in the United States and familiar with domestic regulations, tax considerations, and brokerage platforms.
Here’s what I expect:
• An initial discovery call to outline my current portfolio, risk tolerance, and timeline.
• A written strategy that details recommended asset allocation, preferred brokerage tools, and rebalancing triggers.
• Follow-up sessions (video or phone) to refine the plan and adjust for market changes.
• Straightforward explanations—no jargon—so I can confidently execute trades myself through platforms such as Fidelity, Schwab, or Vanguard.
I am not seeking tax planning or debt management services at this time; the focus is purely investment advice aimed at long-term growth. Your deliverables are the strategy document (PDF or Excel), meeting summaries, and a simple checklist I can follow each quarter.
If your experience includes guiding clients toward sustainable, growth-oriented stock and bond portfolios, I’d like to begin as soon as our schedules align.
Here’s what I expect:
• An initial discovery call to outline my current portfolio, risk tolerance, and timeline.
• A written strategy that details recommended asset allocation, preferred brokerage tools, and rebalancing triggers.
• Follow-up sessions (video or phone) to refine the plan and adjust for market changes.
• Straightforward explanations—no jargon—so I can confidently execute trades myself through platforms such as Fidelity, Schwab, or Vanguard.
I am not seeking tax planning or debt management services at this time; the focus is purely investment advice aimed at long-term growth. Your deliverables are the strategy document (PDF or Excel), meeting summaries, and a simple checklist I can follow each quarter.
If your experience includes guiding clients toward sustainable, growth-oriented stock and bond portfolios, I’d like to begin as soon as our schedules align.