Financial Reviews

After completing any of our initial services, you are invited to return for flat‑fee Financial Reviews. These 90‑minute follow‑up meetings provide ongoing advice and support, and many clients use them to monitor and rebalance their investment portfolios on a regular basis.

Between Financial Review projects, we encourage clients to call with questions. Think of it as your own version of the “Phone a Friend” lifeline from Who Wants to Be a Millionaire. We don’t want you worrying over issues that can often be resolved with a brief conversation. Simple questions—such as whether to add to the same fund in your Roth IRA this year—are easy to answer, and we don’t charge for them.

Fee:

•  $900 if conducted within two years of the previous engagement
• $975 if more than two years
• Discounts apply after the first two projects: 10% beginning with the third engagement and 20% starting with the fifth. For example, recurring client fees become $810 and $720 respectively (if within two years of the last project).

Consulting

To offer returning clients maximum flexibility, we provide consulting on an as‑needed basis. This service is not available to first‑time clients because we want to understand your broader financial situation before offering limited‑scope advice.