Helping you tackle a specific goal or project.
- Initial discovery
- Specific, project-based consulting
- Concierge client services & email support
- Personal financial management website & client vault for storing important documents
This program is designed to offer fiduciary advice for one specific goal, however, you will be responsible for managing your own investment accounts, placing trades and implementing your plan upon the completion of our time together.
What is the cost of doing business?
The negotiated hourly fee for these services is between $500 and $2,500.
CONTACT for an initial discovery call.