Question 1

Why do I need this if I have a financial advisor?

Accepted Answer

Second opinions are critical in volatile markets. Your advisor may have conflicts of interest (they sell products), be overworked with hundreds of clients, or simply be wrong about current conditions. A CMT Level 3 provides unbiased technical expertise with zero conflicts—I don't manage money or sell you anything. Just pure analysis.

Question 2

How is this different from robo-advisors?

Accepted Answer

Algorithms use historical data and can't adapt to unprecedented events. They follow rules, not insights. A human CMT expert analyzes YOUR specific situation in the CURRENT market environment—something no algorithm can replicate. I've seen crises that aren't in any historical dataset.

Question 3

What information do I need to provide?

Accepted Answer

Just your portfolio holdings (ticker symbols and percentages). Optionally, you can share: age, risk tolerance, investment timeline, and specific concerns. The whole submission takes about 2 minutes. No account logins or sensitive information required.

Question 4

What types of investments do you analyze?

Accepted Answer

We analyze all types of investment products: stocks (US and foreign), bonds, ETFs, mutual funds, cryptocurrencies, REITs, structured products, options, commodities, and alternative investments. Whether you have a simple portfolio of index funds or a complex mix of international equities and structured notes, we provide expert analysis on your entire holdings.

Question 5

What's included for $99?

Accepted Answer

Everything: market positioning analysis, hidden risk exposure report, 3-step action plan, crisis scenario modeling, opportunity gaps, and technical chart review. You get a comprehensive 8-12 page PDF with specific recommendations. Compare that to $5-10K/year most advisors charge, or $300-500 for a one-time consultation.

Question 6

How long does the analysis take?

Accepted Answer

Maximum 48 hours, most within 24 hours. You'll receive a comprehensive written analysis delivered as a PDF, plus specific recommendations you can implement immediately. No waiting weeks for an appointment or generic report.

Question 7

What if I don't find it valuable?

Accepted Answer

100% money-back guarantee. If you don't find at least 3 actionable insights in your review, I'll refund every penny. No questions asked. This only works if it delivers real value—and it does. Less than 0.5% of reviews get refunded.

Question 8

Why should I trust your recommendations?

Accepted Answer

Because we don't manage money, we're 100% aligned with your interests. We have zero conflicts of interest—no asset management fees, no product sales, no reason to recommend staying invested if you shouldn't. Our only incentive is providing valuable analysis so you refer others. That's it.

Question 9

Why is it $99 now but $297 later? What's the catch?

Accepted Answer

No catch—this is a first-time customer promotional rate limited to the first 100 customers. We're launching this service and want early adopters who'll provide feedback and testimonials. Once we hit 100 reviews and validate the model, the price increases to the standard $297 (which is still 88% cheaper than traditional advisors charging $2,500+). If you're reading this and the $99 rate is still available, you're early. Lock it in now.

Wealth Management Services