MONEY is looking for people who are willing to share the details of their portfolio in exchange for a free workup with a financial planner.
Has the volatile market caused you to flee stocks for the security of cash and bonds?
Are you close to 100% in stocks but thinking now it might be time to dial back?
Would you like to rework your investments to generate more income from dividends and bonds?
If so, we’d like to help.
For an upcoming issue, MONEY is looking for people who’d be willing to share their portfolio and financial situation in the magazine, in exchange for having a top-shelf financial planner examine their investments from top to bottom and come up with a full and personalized financial plan.
You must be comfortable sharing details of your personal and financial life (including your real names) and being photographed for the story.
If interested, please fill out the form below. Please tell us a little about your investment challenges, and also include a few details about your family’s finances, including income, approximate savings, and debts. All of this information will be kept confidential until we talk and you agree to appear in the story.
Everybody has an investment challenge, so let’s hear yours!