Ideal for client’s with interest in one or two specific areas on an “a la carte” basis. Client's can select from areas that include:
- Asset Allocation
- Budgeting
- Goal Setting
- Employee Benefit Review
- Employee Stock Options
- Education Planning
- Income Tax Planning
- Insurance Review
- Retirement Planning
- Portfolio Review
- Estate Planning
This service is not intended for individuals seeking a comprehensive financial plan.
Our hourly fee is varies between $100 and $195 per hour depending upon the level and scope of the services required and the professional, para-professional and/or administrative personnel rendering the service. At the Initial Interview we will discuss the scope of your engagement and quote you an estimate on the anticipated work to be performed.