This engagement provides an independent review, assessing your overall financial situation in a limited fashion. The program is based on one of our Advisors briefly reviewing pre-submitted forms prior to a meeting of approximately 1.5 hours. Click here to download the forms.

This service might be useful for individuals looking for confirmation that their current program is on track, people who want to get started on a financial program, or recognize a problem in their situation and realize they need some direction. This is by no means complete financial planning, but rather a brief overview. Of course, if we mutually agree that more time is required, we will be happy to provide additional services to be assessed at our hourly Advisor rates.

A number of our long-term clients have provided this service to their adult children as a unique gift.

Interested? Click here for more information.
 

Specific Review Engagements provide an independent review, assessing a specific area of your finances. The cost of this service would be determined after an initial meeting with an Advisor. An example of this service is an individual who wants to review an issue such as financial independence. This may be prompted by a retirement decision and would involve our firm assessing whether your current assets and pensions would provide the lifestyle that you desire.

This is just one example of the numerous issues of financial planning we can help you with.

To set up your own Specific Review Engagement, click here.

Learn more about Investment analysis and Income tax planning...