Limited Scope Project Planning
In certain situations, we understand that you may have limited concerns or a one time need that may not require the comprehensive personal financial consulting provided as part of an open retainer financial planning agreement. Our limited scope planning projects focus on one or more of the following areas selected by the client based on their specific needs:
| Goal setting | Asset/liability analysis | Tax planning |
| Cash flow management | Investment review | Retirement planning |
| Risk management | Estate planning | Record keeping |