Financial Check-up

Provides a one-time, two and one half hour financial planning session at your home or place of your choosing. The purpose of this service is to provide answers to specific financial planning questions. Because of the limited engagement time, clients are best served if they submit their questions ahead of time and have all relevant paperwork available. Telephone and email assistance is provided for 30 days after the meeting to clarify any answers and recommendations made during the meeting.

Fee

$850 due at the completion of the planning session. For questions which cannot be addressed within the given time frame a project fee will be quoted which will be payable upon delivery of the answers.

All fees will have Hawaii’s 4.712% general excise tax added and are negotiable.