MAKE MY MONEY WORK

Tell Me If This Feels Familiar

Feel like you're behind on retirement?

Not sure if you're on track?

It's not too late to catch up.

Feel like you're running out of time?

Stop guessing and get a personalized review of your accounts, investments, and retirement strategy so you can move forward with confidence.

SCHEDULE YOUR PORTFOLIO REVIEW

You Have Investment Accounts. But Do You Have A Plan?

  • Get a second opinion on your portfolio, retirement accounts, and investment strategy.

    Many people have a 401(k), IRA, or brokerage account. Few know if they're actually on track.

    Whether you're just getting started or already investing, I'll help you identify what's working, what's not, and what steps may help you get closer to your financial goals.

Here's What You'll Gain From Your Portfolio Review




Get a second opinion on your portfolio


Understand whether you're actually on track for retirement


Create a personalized strategy based on your goals and timeline


Identify costly mistakes before they become expensive


Optimize how your accounts work together


Know exactly what to do next
BOOK YOUR PORTFOLIO CHECKUP

Helping Late Starters Invest With Confidence

Whether you're just getting started or trying to make up for lost time, I'll help you understand where you stand and what steps to take next.

For late starters, beginners, and investors who want clarity; not confusion.

Portfolio Checkup

Perfect for investors who want a second opinion on a single investment account.

$497

One Account Portfolio Review

  • 1 session (60 minutes).
  • Review of ONE investment account (401(k), Roth IRA, Old IRA or Brokerage account).
  • Pre-session portfolio analysis.
  • Assessment of current investments and asset allocation.
  • Discussion of retirement goals and timeline.
  • Identification of potential gaps and opportunities.
  • Explanation of common investment types (stocks, bonds, mutual funds, ETFs).
  • Personalized recommendations and next steps.
  • Follow-up summary email. 
  • Perfect for investors who want a second opinion on a single investment account.
  • Spouse accounts are considered separate accounts.

(ONE 60 MINUTES SESSION): $497

Retirement Catch-Up Strategy

Designed for late starters and investors managing multiple accounts who want a personalized action plan.

$1,297

Up to Two Accounts Review

  • 2 sessions (60 minutes each).
  • Review of TWO investment account (401(k), Roth IRA, Old IRA or Brokerage account)
  • Comprehensive analysis of current holdings and account performance.
  • Assessment of diversification across accounts.
  • Identification of overlap and concentration risk.
  • Explanation of common investment types (stocks, mutual funds, ETFs, etc).
  • Retirement readiness discussion.
  • Risk tolerance assessment and personalized retirement catch-up roadmap.
  • Implementation guidance and recommendations.
  • Follow-up support between sessions.
  • Example of 2 Accounts: Scenario 1: Single Person: 401(K) + Roth IRA
  • Example of 2 Accounts: Scenario 2: Couple: Husband: 401(K) + Wife: Roth IRA.
  • Eligible for 10% off enrollment into The Blueprint to $100K in the Stock Market when enrolled within 15 days of your strategy session.

(TWO 60 MINUTES SESSIONS): $1,297

Portfolio Acceleration Intensive

For investors who want a custom roadmap, ongoing guidance, and a deeper strategy.

$2,997

Up To Four Accounts Review

  • 3 sessions (60 minutes each) over 3 months.
  • Review of FOUR investment account (401(k), Roth IRA, Old IRA or Brokerage account)
  • Comprehensive portfolio analysis across all accounts.
  • Advanced tax strategies, including backdoor Roth IRAs or mega backdoor contributions.
  • Identification of portfolio overlap and inefficiencies.
  • Explanation of common investment types (stocks, mutual funds, ETFs, etc) including asset allocation and diversification review.
  • Retirement readiness discussion and catch-up strategy.
  • Risk tolerance assessment and personalized retirement catch-up roadmap
  • Deep dive into withdrawal strategies, advanced tax implications, and retirement planning.
  • Priority email support throughout the engagement
  • Final strategy review and customized action plan following each session
  • Example of 4 Accounts: Scenario 1: Single Person: 401(K) + Roth IRA,+ Brokerage + Old Rollover IRA
  • Example of 4 Accounts: Scenario 2: Couple: Husband: 401(K)+ Roth IRA. Wife: 401(K)+ Roth IRA.
  • Eligible for 25% off enrollment into The Blueprint to $100K in the Stock Market when enrolled within 15 days of your strategy session.

(THREE 60 MINUTES SESSIONS): $2,997

Not Sure if You're on Track?

Let's review your accounts, identify opportunities, and build a strategy around your goals.

$2,500 (ONE 60 MINUTES SESSION): $497

$1,500 (TWO 60 MINUTES SESSIONS): $1,297

$1,500 (THREE 60 MINUTES SESSIONS): $2,997

This Portfolio Review Is For You If You

  • You're a late starter who really wants to make up for lost time.
  • You feel behind on retirement and want to know if you're actually on track.
  • You have investments but aren't sure if you're doing the right things.
  • You want a personalized roadmap instead of another YouTube video.
  • You're wondering whether your current portfolio is helping or hurting your goals.
  • You want clarity on what to keep, what to improve, and what steps to take next.

This Portfolio Review Is NOT For You If:

  • You aren't willing to review your current financial situation honestly.
  • You want a magic solution instead of a personalized strategy and action plan.
  • You're looking for a "get rich quick" strategy or guaranteed returns.
  • You believe investing success comes from luck rather than a long-term plan.
  • You're looking for crypto, forex, futures, or options trading education
  • You want someone to day trade, swing trade, or speculate on stocks for you.

Your Portfolio Review Process

Step 1: Choose Your Portfolio Review Plan.

Choose the portfolio review package that best fits your situation. Whether you need a second opinion on a single account or a comprehensive review of multiple investment accounts, we’ll select the level of support that matches your goals.

Step 2: Gather Your Investment Information.

Once you’ve booked your session, you’ll receive instructions on what to send ahead of time. This may include recent account statements, 401(k) details, IRA information, brokerage statements, contribution amounts, and employer matching information. The more complete the picture, the more personalized your recommendations will be.

Step 3: Portfolio Analysis & Preparation

Before our meeting, I’ll review your accounts, holdings, asset allocation, diversification, and overall strategy. I’ll identify strengths, potential gaps, and opportunities so we can make the most of our time together.

Step 4: Your Strategy Session

We’ll meet privately to review your accounts, discuss your goals, answer your questions, and identify opportunities to strengthen your investment strategy. You’ll leave with clear next steps tailored to your situation.

Step 5: Receive Your Personalized Recommendations

After your session, you’ll receive a summary of key observations, recommendations, and action items so you can move forward with confidence.

Step 6: Implement Your Plan (Catch-Up & Intensive Packages)

For clients enrolled in multi-session packages, we’ll continue refining your strategy, reviewing progress, and addressing new questions as you implement your recommendations.

Hi, I'm Ogechi (CFLP, MS Accounting).

I'm a financial educator, investor, and founder of OneSavvyDollar.

I am a Certified Financial Literacy Professional (CFLP®), hold a Master’s Degree in Accounting, and have spent nearly two decades working in finance-related roles.

Over the years, I’ve helped students build confidence in the stock market, understand retirement accounts, and create personalized investment strategies designed around their goals.

My approach combines professional education, real-world experience, and practical investing knowledge to help late starters make informed decisions about their financial future.

Whether you’re reviewing a 401(k), Roth IRA, brokerage account, or a combination of accounts, my goal is simple:

Help you understand where you stand, identify opportunities, and create a plan to move forward with confidence.

Professional Credentials:
Certified Financial Literacy Professional (CFLP®) Master of Science in Accounting (MAcc)

I hold a Master of Science in Accounting (MAcc) and I’m a Certified Financial Literacy Professional (CFLP®). The CFLP designation focuses on personal finance, investing, retirement planning, and helping individuals make informed financial decisions.

Combined with nearly 20 years of experience in finance and my own investing journey, these credentials allow me to help late starters better understand their accounts, identify opportunities, and build a strategy aligned with their goals

$2,500 (ONE 60 MINUTES SESSION) : $497

$2,500 (TWO 60 MINUTES SESSION) : $1,297

$1,500 (THREE 60 MINUTES SESSIONS) : $2,997

Frequently Asked Questions

A Portfolio Checkup is a personalized review of your current investment accounts. Together, we’ll review your portfolio, discuss your goals, identify potential gaps, and create a clear action plan designed around your situation.

This service is ideal for:

  • Late starters who feel behind on retirement savings
  • Beginners who want a second opinion
  • Investors who already have accounts but aren’t sure if they’re on track
  • Individuals seeking personalized guidance and clarity

Depending on the package selected, we can review:

  • 401(k)
  • Roth IRA
  • Traditional IRA
  • Brokerage Accounts
  • Old 401(k) or Rollover Accounts

Please refer to the package descriptions for account limits.

Spouse accounts are considered separate accounts and may require a higher-tier package depending on the complexity of the review.

If you’d like both portfolios reviewed, please contact me before booking.

You will be billed based on the package you select. 

No, there are no refunds.

No, this service doesn’t include managing your investments. 

My Media Mentions

ka03vrmLQbyW0gZdCU6w_icon8
IDeRNhb0RG2DwOpVCauG_icon7
NcGF7KDRS8ikRuqKA91Y_icon5
b58UqNxiRiCIFUBHE2g0_icon4
yOlQUefxRbK2I0qAQfVO_icon9
drdZoV5SOyNYxkDDuUVc_icon10

Get a Second Opinion on Your Portfolio!

Portfolio Checkup

Perfect for investors who want a second opinion on a single investment account.

$497

One Account Portfolio Review

  • 1 session (60 minutes).
  • Review of ONE investment account (401(k), Roth IRA, Old IRA or Brokerage account)
  • Pre-session portfolio analysis.
  • Assessment of current investments and asset allocation.
  • Discussion of retirement goals and timeline.
  • Identification of potential gaps and opportunities.
  • Explanation of common investment types (stocks, bonds, mutual funds, ETFs).​
  • Personalized recommendations and next steps
  • Follow-up summary email. 
  • Perfect for investors who want a second opinion on a single investment account.
  • Spouse accounts are considered separate accounts.

(ONE 60 MINUTES SESSION): $497

Retirement Catch-Up Strategy

Designed for late starters and investors managing multiple accounts who want a coordinated plan.

$1,297

Up to Two Accounts Review

  • 2 sessions (60 minutes each).
  • Review of TWO investment account (401(k), Roth IRA, Old IRA or Brokerage account)
  • Comprehensive analysis of current holdings and account performance
  • Assessment of diversification across accounts.
  • Identification of overlap and concentration risk.
  • Explanation of common investment types (stocks, mutual funds, ETFs, etc).
  • Retirement readiness discussion.
  • Risk tolerance assessment and personalized retirement catch-up roadmap.
  • Implementation guidance and recommendations.
  • Follow-up support between sessions.
  • Example of 2 Accounts: Scenario 1: Single Person: 401(K) + Roth IRA.
  • Example of 2 Accounts: Scenario 2: Couple: Husband: 401(K) + Wife: Roth IRA.
  • Eligible for 10% off enrollment into The Blueprint to $100K in the Stock Market when enrolled within 15 days of your strategy session.

(TWO 60 MINUTES SESSIONS): $1,297

Portfolio Acceleration Intensive

A high-touch engagement for investors seeking a customized strategy, accountability, and ongoing guidance.
 

$2,997

Up to Four Accounts Review
  • 3 sessions (60 minutes each) over 3 months.
  • Review of FOUR investment account (401(k), Roth IRA, Old IRA or Brokerage account)
  • Comprehensive portfolio analysis across all accounts.
  • Advanced tax strategies, including backdoor Roth IRAs or mega backdoor contributions.
  • Identification of portfolio overlap and inefficiencies.
  • Explanation of common investment types (stocks, bonds, mutual funds, ETFs etc) including asset allocation diversification review.
  • Retirement readiness discussion and catch-up strategy.
  • Risk tolerance assessment and personalized retirement catch-up roadmap.
  • Deep dive into withdrawal strategies, advanced tax implications, and retirement planning.
  • Priority email support throughout the engagement.
  • Final strategy review and customized action plan following each session.
  • Example of 4 Accounts: Scenario 1: Single Person: 401(K) + Roth IRA,+ Brokerage + Old Rollover IRA.
  • Example of 4 Accounts: Scenario 2: Couple: Husband: 401(K)+ Roth IRA. Wife: 401(K)+ Roth IRA.
  • Eligible for 25% off enrollment into The Blueprint to $100K in the Stock Market when enrolled within 15 days of your strategy session.

(THREE 60 MINUTES SESSIONS): $2,997