Our most popular personal service. We assist you in addressing the following questions:
To answers these questions for you, we typically meet with you 2 – 3 times over a period of 2 – 4 weeks and follow our general process to identify goals, current financial situation, etc. Follow-up meetings may be required for implementation and we always recommend an annual review. Generally, these meetings will also touch on some tax and investment concerns. The first two meetings generally take a total of 4 – 6 hours.