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.