Creating synergies within all areas of your financial life
Creating synergies within all areas of your financial life
The PFS Limited financial plan includes a two-hour collaborative working session that is tailored to your most pressing areas of need, supplemented by additional behind-the-scenes preparation, analysis, and documentation. The end result will be a limited-scope, digital, financial plan. You choose the areas you want to cover and we will tailor the service to your needs.
Given its limited scope, the PFS Limited package provides you access to competent, objective financial advice for a significantly lower fee than a comprehensive financial plan, hitting upon the areas you need the most present guidance on.
Based on Hourly Rate of $250/hr