Planning Projects
For planning issues that require more comprehensive advice than a review can give, such as a full financial plan or an investment only retainer, we offer individualized projects. After discussing your needs, we'll provide you with a fee proposal and timeline for your plan. Contact us for your complimentary consultation.
Tax Preparation
Although tax preparation is part of our Full Retainer offering, we also offer it as a standalone service for individuals and small business owners who want to make sure they are getting all the deductions they're entitled to. If you would like our help with tax preparation, give us a call for an estimate.
Hourly Consulting
Have a few questions or just need some quick advice to point you in the right direction? We offer hourly consulting on a limited basis for those with immediate short-term needs. Contact us to see if this option is right for you.
