Periodic and Continuous Consultation
Base rate: $300.00 per hour
Semiannual/Annual comprehensive financial consultations geared to the client who wants a consistent, professional, and objective review of their entire financial situation but who does not require help with the implementation of planning recommendations or a lot contact with their advisor between planning sessions.
The current fee for such services is $300.00 an hour. Subsequent consulting fees depend on planning issues and the length of consultation. Consulting fees are paid by personal check upon receipt of the invoice after consulting services have been rendered.
- Recommendations in all areas of financial planning
- Consultation on specific investments suggestions
- Complete documentation on plan meeting points
- Refer you to advisors that are specialists in their fields
- Complimentary advisor quarterly newsletter