Financial Planning & Consulting

For clients who may not be ready for an ongoing relationship, we also provide Financial Planning & Consulting Services on a project basis.

Here, after a discussion to understand what you are looking for help with, we’ll define the scope of your project, and provide an upfront estimate. Unless you choose to change the scope of the project, the estimate is the price that you’ll pay.

When does it make sense to do a financial planning project?

Even if you’re not ready for ongoing management of your investments, it’s still incredibly valuable to have a financial plan to guide your decision-making. In most cases, this encompasses saving and planning for retirement, or understanding the impact of a big purchase (such as buying a home) before you make the decision.