Limited-Scope Project Financial Planning

If you need assistance with specific financial planning questions, a project-based engagement may be right for you.  We will agree upon a specific list of topics to be addressed over a fixed period of time (typically 1-2 months) for a fixed fee.  After meeting with you and obtaining any necessary information, we will prepare and deliver to you an analysis and specific recommendations.  After that, we will be available for follow-up questions until the end of the engagement.