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August 30, 2025

How long does a typical consulting engagement last?

Introduction

  1. Where you are financially today? We will review your current financial situation.
  2. Where do you want to go from here? We will find out what you want, your objectives and goals for the future.
  3. How are we going to get there? The road map. Everyone needs financial advice from time to time. Maybe you need help with your investments. Maybe you see retirement on the horizon, and you want to know how you can afford it. Maybe retirement is here, and you need to know how to make your money last. Maybe you are doing your own investing and you want to make sure you are doing the right thing. The list goes on and on.
Done right, financial planning is a process that helps you answer the following questions:

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