Portfolio Review/Report with Mark Helfman
Imagine the incredible benefits of a strategy that aligns with your unique goals and aspirations. Pick any time on the calendar and let's work together on your crypto portfolio! Step 1 - schedule the call. Step 2 - send me your portfolio and questions. I'll confirm receipt and review your portfolio before our call. Step 3 - on the call, we'll talk about your allocation and your goals. I'll give you my feedback and observations, plus an email summary of the discussion and some steps you may want to take moving forward.