Consultation
One-on-One Consulting Session
For investors seeking personalized attention, we offer a discounted package of 12 hours for $5000, which reflects a savings of $1000. This service is ideal for clients who manage their own investments and desire periodic check-ups, or those with specific financial concerns. We begin with a complimentary 30-minute consultation to ensure our services align with your needs.
Much like visiting a doctor for an annual check-up, consulting an advisor for a financial check-up ensures that your financial well-being is optimized.