DIY Process

At The Financial Engineer, we pride ourselves on providing exceptional DIY Portfolio advisory services. Our process begins with an assessment session, followed by strategy sessions and accountability follow-up calls to ensure your success. Let us help you engineer your financial future today.

Assessment Sessions

We deep-dive into your current portfolio, analyze your decision-making patterns, and define your objectives. Post-session, we’ll identify gaps and conduct offline research.

Strategy Sessions

We transform insights into an actionable roadmap, suggesting specific buy/sell strategies to optimize your portfolio.

Accountability Follow-ups

Scheduled follow-ups ensure strategy implementation and adapt to evolving financial scenarios. It’s a dynamic platform for strategy tweaks.