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Financial Consulting Services

In contrast with comprehensive wealth management, financial consulting is our à la carte service, ideal for individuals seeking specific and focused advice on their current and future financial situation. These limited scope services are ideal for clients who seek specific and focused advice in the form of:

  • Financial Planning and Investment Analysis and Review - A "reality check" on your current financial situation as well as a forecast of your financial future.
  • Financial Transitions Planning - Helping you make smart money decisions in a time of change and uncertainty.  Assistance in managing the financial aspects of the transition, gain an understanding of your new financial reality and develop a plan for your future.
  • Retirement Planning - When can you retire? Can you take your company's early retirement package? How do you create a retirement "paycheck".  How should your portfolio be designed?
  • Divorce Financial Planning - We are uniquely qualified to assist you through the myriad of financial decisions involved in the divorce process.  Ideally our guidance is sought at the beginning of the process where we can explain the financial aspects of the pending decisions and their long term implications on your new financial situation. Our expertise was developed through the training at the Institute for Divorce Financial Analysts (IDFA) and our involvement with the International Academy of Collaborative Professionals (IACP).

All planning is done on a one on one consultation basis and the fee is customized on a case by case basis. We do not charge for the initial consultation. Financial consulting offers a good starting point. Our work together can help you determine if you'd like to commit later to an ongoing wealth management relationship. 

 Please call the office at 603-458-2776 to discuss your specific situation.

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