Targeted Consulting
Targeted consulting engagements offer personalized guidance across a range of topics. If you have a focused question, a time-sensitive issue, or prefer to implement independently, this can be an effective starting point.
Services Offered
Fees are based on complexity, the needs of the client, and the scope of the work.
The final agreed-upon fee will be outlined in your advisory contract. Flexible billing options are available to suit your preferences.
The lists below highlight areas in which we have extensive knowledge and expertise:
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A comprehensive, fully customized financial plan covering areas such as: budgeting, cash flow planning, retirement planning and forecasting, investment management, insurance review, and estate planning. Perfect for upcoming specific life events or those who prefer to implement independently
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Recommendation of design and implementation of forward-looking tax strategy. Areas of focus include, asset location and optimization of existing tax deferred accounts, review loss harvesting opportunities and carry-forwards, and tax efficient portfolio design. Implementation of strategy coordinated with your outside tax professional.
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Financial literacy education and coaching curriculum designed to prepare rising family members for responsible stewardship. These programs are designed for self-motivated and engaged students at a high-school or college level.
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Strategic advisory services for startups or mature businesses. Areas of focus include: startup coaching, financing options, growth planning, and succession readiness.
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A detailed review of your existing investment allocations with recommendations provided to tailor the portfolio to align with your risk tolerance and meet your investment objectives. Perfect for an annual IRA or 401(k) review.
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Macroeconomic, sector, and security-level research providing data-driven insights, thematic opportunities, and risk assessments to support informed, disciplined capital allocation decisions.
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Analysis of single-stock or concentrated exposures to evaluate risk, tax implications, liquidity planning, and hedging or diversification strategies that may be available to secure long-term value.
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Comprehensive advisory review of digital asset exposure including custody and risk controls, regulatory considerations, and prudent integration into a broader portfolio construction.