Con-triYour money, reviewed
side by side. By email.
I look at your money the way you'd read an open ledger: what you have on the left page, what's coming on the right. For business owners, the company's money and your own go on the same spread.
Everything happens by email. Send me your balance statements, and I'll send back a written report. No meetings, no calls, wherever you live.
What I offer
Personal money diagnosis
Savings, investments, company stock plans and retirement money, reviewed together with your family's plans.
- You send balance statements and a short questionnaire
- I review them and may ask follow-up questions by email
- You receive a written report with suggestions
Owner's money diagnosis
Your company's money and your personal money, checked at the same time.
- Company and personal balance statements, plus a questionnaire
- Follow-up questions by email
- A written report with suggestions
Money advisory
For owners and their families who want a steady second opinion on money decisions.
- You send updated balance statements each month
- A monthly written review
- Questions by email, answered once a week
How it works
- Email me at maishida@con-tri.jp with a short note about your situation. I'll tell you honestly whether I can help.
- Send your documents. Balance statements from your bank, brokerage and pension accounts (and your company's, for owners), plus a short questionnaire I'll send you.
- I review and ask. If something is unclear, I'll ask by email.
- You get a report. Where you stand now, what I noticed, and what to consider next.
Payment is by bank transfer to a Japanese bank account. I'll send an invoice by email. Credit cards are not accepted.
What I don't do
- Sell or broker financial products. The only fee is for my advice.
- Recommend buying or selling specific stocks. I am not registered as an investment advisor.
- Meetings or phone calls. Contact is by email only.
Contact is by email only.
Tell me a little about your situation and what you'd like to check. I read every message myself and will reply with whether I can help.
Email maishida@con-tri.jp