
|
 |
 |
 |
- 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
|
|