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Short-Term Guidance Providing
Sound Strategies for Your Unique Needs

The Investment Project

In two to four meetings, learn the best strategy for your goals, and which specific investments to sell or buy.


After a complete review of your net worth, we'll prepare a personalized asset allocation to help you meet your goals without taking undue risk. Our customized investment strategy includes specific recommendations on investments to buy and sell, focusing on tax efficiency and low investment costs. And we’ll help you focus on the changes that deliver the greatest improvements to your retirement sustainability.

The Investment Project will provide you with written recommendations covering:

  • A comprehensive review of your net worth
  • Personalized asset allocation
  • Customized investment strategy
  • Investment sale and purchase recommendations
  • Retirement sustainability analysis

Fee range: $3,500 to $20,000 (based on investable net worth, annual income, complexity, advisor responsibility, and value added).


Let's Get Started