Portfolio Check-Up

Free - No Obligation

This free service is offered by Road Map Financial Planning, LLC. (RoadMapFP.com). We will send a secure link to your email address for you to submit your portfolio holdings. Our analysis is limited to the fees you pay to your financial advisor and fund expense ratios and sales charges as provided by you or available from public sources. We compare these reported fees to our benchmarks.

Your financial situation is unique and only your financial advisor can assess the suitability of any investment for you. This service and complimentary report in no way constitute investment advice.

Private & Confidential:

We take your privacy very seriously. We will not share your contact information or portfolio details with any third-party. No one will know you’ve done your home work.

Get Started