Item #729 is a portfolio review and financial planning consultation plus a green investing guide for consumers. From Progressive Asset Management of Wellesley, it’s valued at $375. Progressive Asset Management is a full-service investing form specializing socially- and environmentally-responsible investing. This comprehensive review will help you understand how truly diversified you are within your risk profile, based on both a personal meeting and detailed risk-profile questionnaire. Understand your investments in the light of your values with the portfolio review, planning consultation and green guide from Progressive Asset Management of Wellesley Item #729, it’s valued at $375.