This may be a good fit if you’d like to have a limited scope discussion about specific financial issues, or if you’d like analysis of discrete concerns such as your current investment portfolio.
- Complimentary meeting / call / video call. Typically, about 30 minutes to start to understand your needs and determine if we are the best fit to help you.
- Evaluate the scope of your concerns and provide an estimate.
- Data gathering, analysis, planning and delivery of your requirements.
- Shake hands / bump fists / wave over the internet as you make your decisions armed with the best analysis possible.
Contact us for more information.