Situational Financial Planning
Perfect for people seeking a targeted solution to specified goal or situation. They desire a financial concierge to assist them in assessing or coordinating a particular concern.
Situational Clients work with us on a limited basis to seek guidance on the most appropriate solutions for their circumstances and goals, which can include:
- Financial organization
- Risk management (Insurance planning or review)
- Estate settlement coordination
- Business owner planning
- Questions answered, for example, Can I afford to buy a home?
- Investment Strategy*
- Ongoing service and support is provided as it relates only to the work performed. Additional services, outside of scope of work defined, will be determined separately on request or recommendation.
- Investment Management and Financial Planning services are available separately.
*May utilize CFA partnership for analysis