One-Time Financial Projects
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Lets make a plan
Financial Projects Service
Need professional advice, but not ready for an ongoing relationship?
You’re comfortable managing your own money, but recognize that there are things that you just don’t know. You want a second opinion from a professional.
Just because you’re not ready to delegate your complete financial management, doesn’t mean you shouldn’t be able find expert help.
You need help:
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Someone to answer the question, “Am I on track?”
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Someone to help filter out the noise, and guide you on a handful of financial decisions.
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A plan that you can execute on your own.
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An expert you know you can rely on for future questions.
We have a plan for that.
Let’s have a free, no-obligation meeting
We’ll discuss your needs and the questions you need answered. Once we know the scope of your project, we’ll be able to give you an accurate fee proposal.
Next, we’ll learn all about you
Once you’ve signed your agreement and submitted 50% of your project fee, you’ll receive access to your secure client portal where you can input relevant information and upload documents.
Finally, we’ll put our heads together
Most of our projects are completed within three meetings, either virtually or in person. In our first meeting, we will review our initial observations, discuss additional goals, and clarify underlying numbers where necessary.
From there, we present you with finalized recommendations and you keep us on our toes with your tough questions.
You will leave with a written plan that you can execute on your own.
Sample Documents