Consulting

When comprehensive planning is too involved for your needs, single issue consulting is an option. This could include meeting with your attorney to help with your estate plan, meeting with your accountant to review tax strategies, tackling an employee benefit choice, reviewing insurance policies you own, or analyzing a single goal - such as a real estate purchase, or an education plan. When time or preference does not call for a comprehensive financial plan, we can provide single issue consulting for a fee to address the issue at hand in a timely manner.