Strengthening Your Roots

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Three pre-defined financial related questions and:

  • Two hours of preparation and research

  • One two-hour meeting

If it is determined that more than two hours of preparation and research are required, we will recommend the client consider our “Nourish Your Roots” service.

The fixed fee for this service can range between $1,000 and $2,000, the fee may be negotiable based on complexity and scope of the services needed.  The fee will be calculated based on an internal checklist we use to determine the approximate complexity of the questions and the time required to complete the planning engagement.