One-time Engagement

Ideal for:

1. Self-directed and DIY investors looking for an expert second opinion
2. Clients with specific financial, insurance, tax or portfolio related queries
3. Clients evaluating our expertise for deeper advisory engagements with us.

Key Highlights:

1. Assignment-Based Billing – Pay only for the time and expertise required; fees are per assignment on our billing time.
2. Comprehensive Query Resolution – One-time advice on portfolio strategy, asset allocation, product selection, or tax planning.
3. Flexible Duration – Engage with us for as short duration as 1 hour.
4. No Implementation Support – We do not execute transactions but may suggest low-cost execution platforms.
5. Transition Option – If you move to our Annual Advisory model within one month, we offset fees already paid.

Best suited for: Clients who need focused, expert input without long-term engagement.