Ad-hoc House Calls

Ad-hoc House Calls will typically involve a 2 hour financial consultation based on your requested topic(s) and information provided at the time of the meeting. The meeting may encompass investment planning, retirement planning, estate planning, charitable planning, education planning, tax planning, insurance analysis and other personal financial planning topics. It takes place at your home or location of your choosing.

Implementation of the recommendations will be at your discretion. Written summaries are not typically provided since the process is less formal.

Fee

$750 due at the meeting’s conclusion.

Fee will have Hawaii’s 4.712% general excise tax added.