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