	After twenty years of watching investment practitioner dance around the fire shaking their feathered sticks, I observe that far too many of their patients die and that the turn over of medicine men is rather high. There must be a better way.
	— James Vertin, pioneer in capital market theory

Financial Consulting and Executive Coaching

Consulting services are based on evaluating the scope of the project with estimated costs that are billed at hourly rates. These may include:

Wealth and Executive Coaching and Consulting for US and International Clients
Analysis and Evaluation for Real Estate and Alternative Investments
“Financial Check-up” and “Wealth Analysis” for assessing a family’s goals and strategy with a specific recommendation for enhancements
Corporate Consulting and Training