A financial “checkup”. Consists of a 2-3 hour meeting in our Red Bank office or a video conference call if more convenient, covering your three most critical areas of concern. Meeting time span will not allow for a comprehensive review of a client’s financial situation.
Those needing advice about a specific aspect of their financial situation and feel comfortable with executing of any recommendations without an on-going advisor relationship.
Topics suitable for review (not inclusive):
Tax planning for the current year
Retirement/financial independence analysis
Appropriateness of current asset allocation including assessment of risk tolerance
Portfolio structuring in retirement
Evaluation of current investments
Inter-generational and legacy planning
Fundamentals of “fiscal fitness” and basic personal finance concepts
Adequacy of risk management including insurance coverage
Review of current employee benefits
Regular fee is $950 with a special rate of $850 for qualified referrals.