Consultation is typically provided to clients with employee sponsored 401(k) accounts, and other self-directed or employee sponsored investment plans. Millennial Money considers a client’s current investment portfolio and critiques it using the same methods of analysis that it uses for its management clients. These methods include: tactical allocation, diversification, time horizon consideration, risk exposure, and personal goals. Upon consideration we issue a formal opinion on a client’s current portfolio and offer alternative investment strategies, if necessary.