Access to financial counsel when you need to make an important financial decision
Occasionally financial advice may be needed primarily on one or two topics. While this type of planning is not comprehensive and is generally limited to a narrow scope, advice can be obtained before making important financial decisions.
For these individuals and families, Connemara offers hourly planning and investment advice in convenient time blocks as follows:
2 hrs. (Minimum – $1,195):
45 min. prep time
1 hr. meeting time
15 min. email summary
3 hrs. ($1,795):
45 min. prep time
1.5 hr. meeting time
15 min. email summary
30 min. first year follow-up via telephone or video-conference
4 hrs. ($2,395):
45 min. prep time
2 hr. meeting time
15 min. email summary
1 hr. first year follow-up via telephone or video-conference
Connect with Connemara Group
Contact us today by calling our office at 301-321-3600 or use our contact form for more information on what type of financial questions would fit these small engagements or whether a comprehensive written plan with investment advice that includes checklists and supporting research would better serve you.
