Services

We believe we add the greatest value by working with you on an ongoing basis. We realize however that you may want to try working with us in a more limited capacity before committing to a long-term relationship. In order to accommodate this, we offer several different ways we can help.

To work with us on an ongoing basis we start with the "Client Review and Roadmap" described below, and then we continue to work with you to do whatever needs to be done to keep you on the path of achieving your goals. For this service we work on a retainer basis, with the price being based on the complexity of the situation and negotiated before work proceeds.

Another option for working with us would be the "Client Review and Roadmap", where we do a thorough review of your situation, looking at your current spending, saving, and tax liabilities. We then analyze the likelihood of achieving your goals based on your current course of action and make recommendations on changes you may need to make. To save you some money, you would be responsible for doing what needs to be done. For this service, we have a $2000 minimum. The price of this service may be more based on the complexity of your situation, and will be negotiated before we begin work.

The final option would be a "Client Review", where we are working on a specific situation you may be having trouble with. We charge $200 per hour for this kind of work, and have a $500 minimum. The scope of the engagement would be limited to the specific problem you want our help with and we will usually meet once to discuss your problem and then one more time to offer our recommendations.