Description

A one-time service for investors who need a clear, balanced portfolio with risk management and entry/exit zones. Ideal for those starting out or restructuring their strategy.

• Up to 10 hand-picked stocks with allocations

• Suggested entry/exit zones and time horizons

• Risk and diversification overview

• Quarterly reassessment suggestions

• Includes one Zoom call and a detailed PDF report

• A solid foundation for confident investing