An On the Spot Advice Session is designed to address your most significant financial concerns quickly and cost-effectively. This is a limited scope engagement, and therefore should not be considered a replacement for detailed planning. Typically, no written reports or additional follow-up are provided with this service. It’s ideal if you have one or two issues and want trusted advice from someone who doesn’t sell financial products.
We’ll meet together for two-hours to address your financial questions. Since we probably won’t be able to discuss all of your financial issues, you’ll need to pick the most pressing items for us to focus on. Our job is to help you weigh your options so you can make wise money decisions.
The cost for a two-hour On-the-Spot Advice Session is $300. A Service Agreement, provided for your review after the Get Acquainted Teleconference, must be executed before the session is scheduled.
You can reach us by calling 1-800-716-0674 or sending us a message through our contact form.