Complimentary Assessment
Second Opinion Assessment
Discover whether your portfolio and financial plan have gaps worth addressing — in under 3 minutes.
Getting started
Complimentary Portfolio Assessment
Is Your Portfolio
Working as Hard
as You Did?
Answer 8 questions in under 3 minutes. We'll identify the gaps in your current plan and whether a second opinion makes sense — at no cost and no obligation.
Question 1 of 8
How much do you currently have invested or saved across all accounts?
Include retirement accounts, brokerage, savings — everything.
Question 2 of 8
Do you currently work with a financial advisor?
Question 3 of 8
When did you last have a comprehensive review of your full financial picture?
Investment strategy, tax efficiency, estate planning, insurance — all of it.
Question 4 of 8
Which of these concerns you most about your current financial situation?
Select all that apply.
Select all that apply — then click Continue.
Question 5 of 8
How would you describe your investment risk tolerance?
Question 6 of 8
Are you or your spouse a business owner, or have you recently experienced a significant financial event?
Business sale, inheritance, equity compensation, retirement, divorce, or other liquidity event.
Question 7 of 8
How many years until you plan to retire — or, if retired, how long ago did you retire?
Question 8 of 8
What matters most to you in a financial advisor relationship?
Almost there
Where should we send your personalized assessment?
Your results are ready. Enter your contact info and James will personally review your answers before reaching out.
No spam, ever. Your information is used only to send your assessment results and, if you choose, to schedule a complimentary consultation.
Your Assessment is Complete
Based on your answers, here's what we found.
Key Observations
James Madden will personally review your responses and reach out within one business day. In the meantime, you're welcome to schedule your complimentary Second Opinion consultation directly.
Schedule a Free Consultation →