• Limited duration

  • Breadth of services negotiated at outset

  • Scope of study limited to a single, well-defined topic such as:

    • Review of retirement holdings

    • Complex issues associated with elderly parent

    • Decision to rent or buy

    • Design a retirement distribution plan

    • Selling or buying a business

    • Relocation decision

    • Career change

    • Buying rental property vs investing in mutual funds

    • Exercising stock options

    • Handling an inheritance

    • Combining finances for two individuals

    • Develop a giving plan

  • Fixed fee