1) Run a diagnostic
Start with informational structural analysis to identify potential risk and fee issues.
WORKFLOW + NEXT STEPS
A simple path: run a diagnostic, review findings, and escalate to advisory only when needed.
Informational diagnostics do not create an advisory relationship.
Start with informational structural analysis to identify potential risk and fee issues.
Use the results to decide whether no action, monitoring, or escalation is appropriate.
If you want personalized recommendations, move into the formal advisory path.
You can stop at diagnostic insight with no advisory activation.
If findings are material, request a short structural review.
Advice begins only after disclosures and a signed agreement.
For diagnostic depth, review Structural Audit, Fee Leakage, Tax Alpha, Concentration Risk, and Correlation Trap. For trust controls, see Human Oversight and Regulatory Integrity. For sequencing, visit Implementation Pathways.
Start your diagnostic now, then choose whether to escalate.