ServicesA La Carte Services
We realize that you may not be ready yet or do not require an ongoing service relationship with a financial advisor. Our one-time services (a.k.a. A La Carte Services) are perfect in such situations.
About our A La Carte Services
Although we believe comprehensive planning services are the best value for the client’s time and money, we do realize that there may be times where you need a one-time assessment of your financial situation or help to resolve a single financial issue and do not want to commit for a longer-term relationship – due to time or budget constraints. So, here is a sample of A La Carte services we offer.
Project Based Planning
Typical projects are:
- One-time financial plan with recommendations
- Education funding Analysis
- One time portfolio review
- Tax implications of stock options
- One-time assistance with home or other assets purchase
- Pension Payout analysis
Hourly consultations are time-based consulting services. This service provides advice on specific issues you may have that do not require coordination with other financial issues. Advice is based on the information you provide, and the questions you ask, during the meeting.
One-time 401(K) Review
We will look at the Investments and Investment options available in your employer’s 401(K) / 403(b) / 457 plans. Based on a brief discussion with you, and taking your time horizon and investment costs into consideration, we will recommend a one-time target portfolio allocation.
1-Minute Financial Assessment
In this short exercise, answer questions about yourself and your future objectives. We will analyze your Input and provide Instant Feedback on your current situation.
We are fee-only, which means we have no conflicts of interest. We refuse commissions, referral fees or any other sort of kickbacks. Our only interest is You! This means that you as the client will always come first and that we will have no incentives beyond providing you with the best possible service.
Transparent Pricing Models
A La Carte ServicesPriced per service
- “Discovery” Consultation (Free)
- Hourly Consultations ($300/Hour)
- Project-Based Planning
- One-time financial Plan: $2,500+
- One-time College Savings Plan: $600+
- One-time 401(K) Review – 0.2% of Portfolio value – Minimum Fees $1,000
- Tax Preparation
Ready to take the next step?
Our initial consultation is always FREE. I am confident the meeting will give you an opportunity to learn more about what I offer, and how you could benefit from my services.
Get In Touch
999 Palmer Avenue, Ste 5
Holmdel, NJ 07733
+1 732 615 0380