Free 30-minute discovery meeting for you to explain the situation and make sure I understand what you need advice on.
Get a quote for the financial planning project based on the estimated number of hours I will need to research and give a recommendation. I'll also give an estimated completion date.
Accept the Quote by signing an agreement.
Pay the first 50% of your consultation fee.
Data Gathering Meeting (45-60 min) to collect data and documents we need to analyze your situation thoroughly.
I'll begin researching and working on your project. Time will be tracked in 30-minute increments and you will be billed for any work completed in situations of early termination. If needed, I will contact you along the way for additional information and clarification.
Consultation Meeting (60-90 min) will be held where I will present my recommendations. If needed, we’ll hold an additional consultation meeting to make sure we cover things adequately.
You'll be billed for the remaining 50% consultation fee.
Quoted in advance
EXAMPLES OF CUSTOM CONSULTATIONS
Advanced Retirement Projection - for pre-retirees or recent retirees who need to make decisions regarding:
Optimizing Social Security
Roth Conversion strategy
Investment Property Analysis - plan for buying a vacation home or property that will be turned into rental real estate
Portfolio Construction with Asset Location - setting up tax-efficient asset allocation strategy across multiple accounts - 401(k)’s, IRA’s, taxable accounts, 529 plans, etc.