A financial “checkup”. Consists of a 2-3 hour meeting in our Red Bank office or a video conference call if more convenient, covering your three most critical areas of concern. Meeting time span will not allow for a comprehensive review of a client’s financial situation.


Those needing advice about a specific aspect of their financial situation and feel comfortable with executing of any recommendations without an on-going advisor relationship.


Topics suitable for review (not inclusive):

  • Tax planning for the current year

  • Retirement/financial independence analysis

  • Appropriateness of current asset allocation including assessment of risk tolerance

  • Portfolio structuring in retirement

  • Evaluation of current investments

  • Inter-generational and legacy planning

  • Fundamentals of “fiscal fitness” and basic personal finance concepts

  • Adequacy of risk management including insurance coverage

  • Review of current employee benefits



Regular fee is $950 with a special rate of $850 for qualified referrals.