A portfolio analysis is a deep dive into your investment holdings that will show you:
Your Risk Number™ after answering the Riskalyze Risk Assessment
Your Current Asset Allocation.
Your Current Portfolio Risk Number™ Score
A Risk-Reward Heatmap of your current portfolio that shows the potential upside and downside that each investment contributes to your overall portfolio.
Stress Test showing how your portfolio would have potentially performed in different past market environments like if:
-The 2013 Bull Market were to happen again
-The 2008-like Bear Market were to happen again
-The Financial Crisis was to happen again
-If an Interest Rate Spike were to happen again
One-Time Portfolio Analysis
Powered by Nitrogen Wealth and Riskalyze
One-Time Financial Plan
A one-time financial plan is for anyone comfortable managing things independently but looking for financial peace of mind knowing they are on track to retire on their terms and stay comfortably retired.
This is a one-time engagement. You will receive a comprehensive financial plan powered by RightCapital showing your probability of success.
We will do a 60-minute Zoom to go over your financial plan in detail and run what-if scenarios, stress tests, and social security optimization to make sure your plan is solid.
One-Time Financial Plan and Portfolio Analysis
This plan is for anyone comfortable managing things independently but looking for financial peace of mind knowing they are on track to retire and have the right mix of investments for their stage of life and risk tolerance.
This is a one-time engagement. You will receive a comprehensive financial plan powered by RightCapital showing your probability of success to retire when desired and a portfolio analysis showing a GPA rating score of your investment portfolio powered by Nitrogen Wealth.
This service does not include specific investment recommendations. If investment recommendations are wanted, we can arrange an hourly fee based on the complexity of your portfolio.
One-Time Portfolio Analysis and or Financial Plan.
Pick Your One-Time Service:
Portfolio Analysis
One-Time Financial Plan
Portfolio Analysis and Financial Plan
First step in developing your One-Time Plan and or Portfolio Analysis
Watch the Video Below To Learn More:
The 3 F’s
We believe there are 3 things you can have in regards to your finances.
Financial Security
Financial Independence
Financial Freedom
We can show you how to achieve your desired life. It takes planning and discipline. Click the link below to find out more.
Momentous Wealth Advisors is a member of
Brian Muller is an Investment Advisor Representative (IAR) of XY Investment Solutions, dba Momentous Wealth Advisors LLC, a SEC Registered Investment Advisory firm.
We provide investment advisory services, which differ in services and fees from broker-dealers. It's important to understand the difference.
XYPN Sapphire and Momentous Wealth Advisors LLC Disclosures