One-Time Engagements

For clients who prefer a standalone review rather than ongoing planning, our one‑time engagements provide expert insights to keep you on track. Perfect for the DIY investor or anyone wanting an occasional professional check‑up.

Social Security Analysis

Retirement Ready Check

College Planning

Tax Analysis

Investment Analysis

Evaluate optimal claiming strategies to maximize lifetime benefits and minimize tax implications.

Reviewyour savings trajectory, withdrawal plan, and retirement income needs to ensure you’re on course.

Analyze education funding options, 529 strategies, and financial aid considerations for your family

Conduct a comprehensive review of your prior year returns to identify missed opportunities and planning adjustments.

Perform a detailed evaluation of your current portfolio, identify gaps or inefficiencies, and provide strategic recommendations to align investments with your goals.

Each engagement is billed as a flat fee, providing clarity and focused expertise when you need it most.

So What Does it Cost?

Service Fee

Social Security Analysis $200

Retirement Ready Check $800

College Analysis $500

Tax Analysis $200

Investment Analysis $500

Projects not listed above are charged an hourly rate up to $250.