After a free initial consultation, the scope of our engagement is
determined. We offer the following services.
Comprehensive Financial Planning
We emphasize a holistic approach to financial planning and consider all
aspects of your life before preparing your customized comprehensive
Time-constrained Financial Checkup
If your financial affairs are not too complex, this would be the most
cost-effective way of addressing your top-priority financial concerns and
goals. The deliverable of this service is a financial checkup report (two or
three pages) of the strengths and weaknesses of your financial condition,
along with some recommendations for reaching your specified goals.
Hourly (two hours minimum for new clients) Advice
If there are specific issues you are concerned with, after reviewing your
monthly cash flow and assets-liabilities data, we focus on the topics of
your concerns. Often the process of reviewing the collected data may
reveal some other financial issues that we bring to your attention.
Recommendations made will be after the interactive questions and answers
required to gather the relevant data. We answer any questions you may
have about our recommendations.
Customized Financial Education
We provide customized financial education to individuals and families, as
well as to small groups who have a similar financial profile. First we focus
on motivating you to learn; then we customize the subject matter to fit
After an initial session, if you decide to have an ongoing advisor-client
relationship, we will monitor and evaluate your progress towards your
goals and respond to any issues or concerns that may have. We will make
investment and other financial recommendations based on the changing
macroeconomic conditions, your personal circumstances and your goals.
Financial Planning Services
Popular Discussion Topics
- Cash Flow and Asset-
- Paying off the Mortgage
- Investment Asset
Location and Allocation