Once you have engaged us for one of our initial services, you are invited to return as-needed to receive advice and support in the following ways.
Financial Reviews
Follow-up meetings of about 90-minutes provide an opportunity to revisit previously discussed topics or address new issues. Many clients use Financial Reviews to monitor and rebalance their investment portfolio on a regular basis. An update letter is mailed about one week after the meeting with recommendations for changes if needed, including specific investment advice.
The fee for a Financial Review is $500 if conducted within two years of the previous engagement and $650 if it has been more than two years between engagements.
Hourly Advice
To offer our clients maximum flexibility, we consult on an hourly, as-needed basis. This service is not available for first time clients because we want to understand your broader financial situation before we give limited engagement advice. However, once we have been engaged through one of our initial services, we are happy to work on shorter projects, or those beyond the beyond the scope of a typical review. For example, you might hire us to:
- Seek advice that doesn’t require a meeting, or full review of the portfolio, such as the allocation of new 401(k) options.
- Get answers to specific questions, such as should you accept an early retirement package? Or, when should you file for social security benefits?
- Attend a meeting between you and another professional, such as your estate planning attorney.
- Conduct educational seminars at your workplace.
Before you engage us, we estimate the time required to satisfy your request, and quote a fixed fee based on an hourly rate of $200.
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