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Amilli Consult — 60...
Service

Amilli Consult — 60-Minute Strategy Session

$249.00

A focused hour on your money — no commitment, no custody, just clarity.

Bring your portfolio, your goals, and your questions. In 60 minutes, we pressure-test how your wealth is positioned and hand you a clear, actionable read on what to do next — whether you act on it yourself or not.

What's included

  • A 60-minute 1:1 video session with the Amilli desk
  • A working review of your current portfolio and risk exposure
  • Specific, written strategy notes you keep
  • Straight answers — active management without the sales pitch

How it works

  1. Complete checkout below.
  2. You'll get a link to pick a time on our calendar.
  3. We meet, you walk away with a plan.

Who it's for: anyone who wants a sharp second opinion before they commit to a strategy. You keep full control of your accounts the entire time.

Advice only — Amilli does not take custody or place trades in this tier. Not investment advice. Investing involves risk, including possible loss of principal.

You keep custodyCancel anytimeEst. 2012#WealthConsulting