Financial Planning & Consulting

Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives. Financial planning services will typically involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives. 

Written financial plans or financial consultations rendered to clients usually include general recommendations for a course of activity or specific actions to be taken by the clients. Implementation of the recommendations will be at the discretion of the client. Our firm provides clients with a summary of their financial situation, and observations for financial planning engagements. Financial consultations are not typically accompanied by a written summary of observations and recommendations, as the process is less formal than the planning service. Assuming that all the information and documents requested from the client are provided promptly, plans or consultations are typically completed within 6 to 12 months of the client signing a contract with our firm. 

What is Included


Investment Planning

Retirement Planning

Estate Planning

Charitable Planning

Education Planning

Corporate and Personal Tax Planning

Cost Segregation Study

Corporate Structure

Real Estate Analysis

Mortgage/Debt Analysis

Insurance Analysis

Lines of Credit Evaluation

Business and Personal Financial Planning

Pricing


$150 to $500 a month

 À la carte services rendered at $250 an hour.

*Fee based on complexity of service needed.