Free Case Study: How a Cookie-Cutter Portfolio Cost This $3M+ Client a Home He Could Easily Afford
FOR CLIENTS AND POTENTIAL CLIENTS OF HIGH-VOLUME ADVISORY FIRMS
Many large advisory firms run the same model portfolios for thousands of clients regardless of their actual goals. See what that cost one client, and what could have been different with one simple change.
7-minute walkthrough. Delivered immediately.
Drew Lunt
Boise-based financial advisor
Financial planning • Investment management • Tax strategy
⭐️⭐️⭐️⭐️⭐️ 5/5 average customer rating (Jun 2026)*
What you’ll get. For free.
🔒 How Large Firms Actually Manage Your Money
Get a behind-the-scenes look at how high-volume firms actually manage their clients money and the issues that can cause.
🏠 The Real Cost of a Generic Plan
This couple had more than enough money to buy the home they wanted, but a lack of financial planning left them in a terrible position.
📋 What to Ask Your Own Advisor
You'll leave this case study with a handful of questions to ask about your own portfolio and a clear picture of what a financial plan built around your life should look like.
Plus: After the video, you'll have the option to book a free, 20-minute Portfolio Second Opinion where we’ll review your current investment allocation and see if it’s actually connected to your goals.
*The client rating referenced above was derived from reviews provided by current and/or former clients as of June 2026. Ratings may not be representative of the experience of all clients and are not indicative of future performance or success. No compensation was provided in exchange for reviews unless otherwise disclosed. The rating methodology, number of reviewers, and applicable criteria are available upon request.