Step 1:
You answer 7 questions about what you're currently holding or what you're thinking about deploying. Takes 3-5 minutes. No jargon or overwhelm.
Step 2:
Rhoda, our AI portfolio diagnostic, looks at what you've shared and shows you whether your money is structured in a way that's actually working for you — or whether it's still sitting in the same place it was a year ago.
Step 3 - You get a clear output showing:
You get a clear picture showing:
— Which of your investments are doing their job and which are just sitting there
— Where the real gaps are in your portfolio right now
— The one thing most holding you back going into the workshop
Step 4:
You arrive at the workshop already knowing where you stand — so everything Mo covers hits completely differently, and you leave with something you can actually act on.