Clear Money Guide
Start with the tool
Open the inputs first, then use the guide outline to check assumptions and sources.
What this helps you answer
← Back to Second-Opinion Review
Portfolio Second-Opinion Checklist (Score & Export)
Updated on
Answer a few yes/no questions about costs, taxes, risk, and process. We’ll compute a score, flag red-flags, and prepare a summary you can share.
Score: 0/0
1) Costs & fees (in dollars)
2) Tax awareness
3) Risk & allocation
4) Process & rebalancing
5) Concentration & red flags
Red flag
Red flag
Notes (optional)
What this helps you answer
- “Am I paying a fair dollar fee for what I’m getting?”
- “Is my risk and rebalancing policy documented and followed?”
- “Are there tax or concentration issues I should fix next?”
For fee context in dollars, start with the Advisor Fee Calculator, the 10-Year Comparison, and the financial advisor fees by portfolio size guide, then use the advisor proposal scorecard and advisor contract checklist before you ask for a second opinion.