After a free initial consultation, we offer the following
services:

Time-constrained Financial Planning or Advice - Flat Fee

The deliverable of this service is a financial report describing the
strengths and weaknesses of your financial condition, along with
our recommendations for reaching your specified goals.

Annual Retainer - Flat Fee

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 you may have. We will make investment and other
financial recommendations based on the changing
macroeconomic conditions, your personal circumstances and
your goals.

Hourly Advice (two-hour minimum for new clients)

If there are specific issues you are concerned with, we focus on
these topics after reviewing your personal profile as well as your
monthly cash flow and assets-liabilities data. Often the process of
reviewing the collected data may reveal other financial issues that
we bring to your attention. Recommendations are made after
assessing relevant data and concerns.   
Your financial
well-being
benefits from
periodic checkups,
similar to your
health and other
aspects of your
life.