Even though we believe that a comprehensive approach to financial planning is the ideal, we understand that there are times when you may need help with one or two specific financial planning issues. Our focused consultation is designed to provide you with the analysis, support, and information you need to answer your questions and to make an informed decision.

A focused consultation might be a good alternative for you if:

• You enjoy managing your own investments but would like a second opinion
• You are ready to retire but would feel more confident if you had an up-to-date cash flow analysis
• You need help consolidating your brokerage and retirement accounts
• You would like to set up college savings plans for your grandchildren but aren't sure which plan is best
• You have recently retired and need help making the transition from building a portfolio to taking distributions
  

Our focused consultation services are billed by the hour on a project-by-project basis.

<< back to services