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 Features:

1. Assignment-Based Billing: Fees are per-assignment basis based on our billing time. Fees are determined by the time and expertise required to complete the assignment. Future queries after completion of the assignment will incur separate charges.
2. Comprehensive Query Resolution: Get expert guidance on financial plans, retirement plans, financial/insurance products, taxation, or specific strategies.
3. Flexible Engagement: Engage with us for a minimum of one hour to a maximum of 30 days.
4. No Implementation Support: We do not provide implementation support, but can introduce you to low-cost platforms/products.
5. Limited Ongoing Support: We will not initiate contact with One-Time Advisory Engagement clients for portfolio rebalancing, market timing opportunities, or important communications.