Investment Management of Brokerage and Retirement Accounts
One-on-One Investment Education and Coaching
Financial Analysis/Planning Before and During Divorce
Fee based on percentage of assets under management. Fiduciary duty with no commission-based products. Ideal for clients who lack time or expertise to implement an on-going investment strategy.
All packages cost $500 or less. For clients with limited assets or those who manage their own portfolios. Beginners learn stock and fund basics and advanced students learn options strategies.
Consulting charged by the hour. Analysis for couples or individuals seeking to understand the short- and long-term financial and tax impacts of potential settlement options.