Focused Planning

We also call this Modular Consulting. This choice is for special or limited needs and is not intended for individuals seeking a comprehensive financial plan. You 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

Our hourly fee varies from $100 to $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 Meeting we will discuss the scope of your engagement and quote you an estimate on the anticipated work to be performed.