For those seeking one-time or project-based advice.
While most of our clients prefer to have us manage all of their financial affairs, we do offer other levels of service. Those not seeking to hire a full-time financial planner may choose to become clients on a consultative basis. Our consulting services work just like just like hiring a professional for one-time projects, whether a lawyer for drafting a contract or an accountant for submitting a tax return.
Please note the following price ranges may vary depending on the complexity of the case. Estimates will be given in advance before billable hours commence. In addition, we ask for a $3,000 retainer. For each type of service listed below, our team will do a comprehensive review and provide recommendations.