Our initial, flat-fee, consult is structured to:
- Listen to your concerns and goals
- Determine the most cost-effective financial analysis that must be done to determine how to achieve your goals or alleviate your concerns
- Understand what kind of ongoing advice you will need in the future to protect your and your family’s interests
Complete the brief form on the right to receive your Certificate for a $50 fee credit for any future service (does not include reduction of initial consult fee, which has already been reduced from our standard hourly rate).