Ready-to-Use Files

What It Is

Once you finalize your portfolio, you get instant access to a complete strategy file — a clear, concise breakdown of your plan, built to help you take action or discuss with your advisor.

Whether you're self-directed or want expert help, you’re never left guessing.

What’s Included

• PDF Summary: Clear overview of your objectives, timeline, risk, and allocation.

• Asset Breakdown: By type, region, sector, and risk tier.

• Benchmarks & Comparison: See how your portfolio aligns with standard indices.

• Customization Notes: Any themes or tilts you selected are highlighted.

• Next Steps: Suggestions for implementing, monitoring, or requesting help.

Why It Matters

Having a plan is powerful. But having it in writing — with clear logic behind every move — is next level. This file is your guide, proof, and launchpad.

Use it, store it, or bring it to your next financial review.

Confidence starts with clarity. Your plan, in your hands.