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