Bring your questions, account statements and relevant documents to a one-hour Zoom meeting. The meeting is designed to answer questions on one or two topics. A brief meeting summary and bullet-point list of action items will be provided after the meeting. This is an “Advice-Only” engagement and the fee is $1,500.
Enlightenment Engagement
Bring your questions, account statements and relevant documents to a one-hour Zoom meeting. The meeting is designed to answer questions on one or two topics. A brief meeting summary and bullet-point list of action items will be provided after the meeting. This is an “Advice-Only” engagement and the fee is $1,500.