On a limited basis, I am available for one-time special projects to provide advice or action on a specific topic or project. Should a project lead to a more permanent, on-going client relationship, offsetting fee reductions can be made available.
Special Projects Can Range from $250 to $5,000 depending on complexity and time consumed
Budget Setup
College Planning
529 Selection
401k, 403b, 457 Selection
Creation of Family Foundation/Trust
RFP Creation and Oversight
Retirement Plan Creation
Board Education
Endowment Fund Creation
Financial Reserve Creation
Review of Purpose
Creation of Scholarship/Grant Foundation