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.

1. Recommendations in all areas of financial planning
2. Consultation on specific investments suggestions
3. Complete documentation on plan meeting points
4. Refer you to advisors that are specialists in their fields
5. Complimentary advisor quarterly newsletter