How we do it
Our services fall into two basic packages:
1) On-the-Spot Advice Session
This package is designed to address your most significant financial concerns quickly and in a cost effective way; It is ideal if you have one or two issues and want trusted advice. Since this is a limited scope engagement, it should not be considered as a replacement for detailed planning as typically, no written reports or additional follow-up are provided with this package.
This package includes a 2-hour meeting where we will address your financial questions. Since we probably won't be able to discuss all of your financial issues, you'll need to pick the most important items for us to focus on.
The cost for a 2-hour On-the-Spot Advice Session is $700*.
Client Forms for On-the-Spot must be executed and returned at least 24 hours before our On-the-Spot Advice Session.
*Full payment is required at the beginning of the session.
2) Retirement Planning, College Funding and Investment Advice
This package is rendered on an individual basis via hourly fees. The cost of the package often ranges between $2800-$4000. To get started, you need to complete the Confidential Questionnaire , then call or e-mail to schedule a free Get Acquainted Teleconference. Please note that the Get Acquainted Teleconference does not provide ‘answers’ to your financial questions, but allow you to decide if we are a good fit for you. These sessions are a maximum of 15 minutes to one half hour.
If your needs fit into one of these two categories we hope you’ll explore the site and follow the steps for getting started.