LET'S START WITH AN INTRODUCTORY CONSULTATION
We aim first to get to know more about you, including all the necessary details related to your life, finances, and goals.
HERE'S YOUR FINANCIAL PLAN
We will customize the best action plan for you from all the data we will collect from the introductory consultation. The standard charges are $250/hour. You will be quoted the total number of hours after the introductory meeting.
The minimum to engage us for our investment management services is $500,000.