Mutual Fund Health Check

If you've been investing in mutual funds randomly, some from a friend, others from some YouTube influencers, it’s time to clean house. This session focuses on reviewing your existing portfolio, diagnosing what’s working and what’s not, and helping you simplify, rebalance, or switch if needed.

You’ll get:

• A clear summary of your current fund performance
• Identification of overlapping or underperforming funds
• Rebalancing suggestions based on your risk and goals
• Step-by-step instructions on what to keep, sell, or modify

Perfect for: Anyone already investing but unsure if they’re on the right track.