Your Diagnostic Review Is Confirmed
You'll receive a calendar invite and confirmation email shortly. This is a focused 30-minute conversation — not a sales pitch. We'll walk through your results, identify where your dimensions align and where they diverge, and give you a clear picture of what a structured approach would look like.
What to Expect on the Call
We'll review your Investor Paradox Diagnostic results — archetype, dimensional profile, and any detected tensions.
We'll discuss what your dimension scores mean in practice and where the highest-leverage improvements are.
You'll leave with a clear sense of whether your current approach matches your actual risk capacity and goals.
If there's a fit, we'll discuss what working together looks like. If there isn't, we'll tell you that too.
Optional: Come Prepared
You don't need to prepare anything for this call — but if you want to make the most of the 30 minutes, having rough answers to these questions will help us go deeper faster.
Review your archetype results
Which archetype were you assigned — Architect, Navigator, Prospector, or Trailhead? What felt accurate and what surprised you?
Note your tension areas
Did the diagnostic detect any tensions between your dimensions? Which ones resonated?
Think about your current portfolio
How was your portfolio actually built? Do you have written rules, or has it been mostly ad hoc?
Know your time horizon
When do you need this money? What's the longest you could ride out a major drawdown?
Bring your biggest open question
What's the one investment decision you've been putting off or are most uncertain about?
Protocol Wealth, LLC is an SEC-registered investment adviser. Scheduling a consultation does not establish an advisory relationship. Advisory services are provided only under a signed advisory agreement.