Chandra Bhan, CFGP®

What we'll discuss together:

✅ Quick Portfolio Snapshot

I'll review your funds and spot obvious issues (overlaps, allocation problems, high fees)

✅ Goal Reality Check

See if you're actually on track for retirement/education/major goals

✅ The #1 Thing to Fix

I'll identify the single biggest issue costing you money

✅ Next Steps

Clear guidance on whether you need help—and what that looks like