Does it have to be ongoing? What about special projects?

Some people are interested in short-term financial planning projects. Imagine being named the executor of an estate.  You were chosen because you are a trusted friend or relative, but suddenly you are faced with a serious fiduciary responsibility.  And the person whom you’d like to grill with questions is no longer around to tell you what they meant. This might be an example of a special financial planning project.

The fact is that settling an estate – like many other complex projects – is a good example of an instance in which you might need the services of a professional. Other examples might be:

  • a one-time comprehensive pre-retirement checkup;
  • assisting a newly-widowed spouse with understanding their new financial circumstances; or
  • providing basic investment and financial education for college-aged children.

You may not want or need a permanent relationship – only a special project. We are happy to discuss fixed-term,  special projects with you.