Investment Planning Workshop
This service delivers a workshop and investment plan for our client. The investment plan consists of a summary of assets, expenses, timelines and objectives for our client. It also includes a discussion of investment options, including the use of our proprietary Chicago Quantum Net Score (CQNS) algorithm and platform.
This service consists of multiple preparation calls and meetings, a workshop (in-person) where we build a firm understanding of our client's financial situation and objectives, discuss topics and answer questions they may have.
We also run a pair of 'Chicago Quantum Net Score' runs (both UP and DOWN) for the client in advance of the workshop and walk through the insights and findings. This is a $1,500 value.
By the end of the workshop, and through the development of the investment plan, we have built a better understanding of the client's situation and found stock portfolios that may be attractive (either long or short). The client benefits from understanding then current information and analysis our firm has performed on the financial markets and increases their financial literacy.
We may also suggest the client watch a few of our YouTube videos and we can discuss the data sources and analyses we perform daily on overall financial markets.
The workshop portion of the service is intended to be delivered onsite with the client. It can also be spread over two days to accommodate schedules.
This includes up to 20 hours of effort from our Investment Advisor Representative.