SERVICES
BalaView Personal Financial Consulting offers three services.
1
FINANCIAL SESSIONS
I NEED HELP ON 3-4 ITEMS
I NEED SOMEONE TO LOOK AT MY FINANCIAL PICTURE
I AM OVERWHELMED AND NEED TO KNOW WHERE TO BEGIN
2
YEARLY FEE OPTIONS
I NEED HELP WITH MULTIPLE, LESS IN DEPTH QUESTIONS
QUESTIONS CAN TYPICALLY BE ANSWERED BY PHONE OR EMAIL
3
SPECIAL SERVICES
CLIENT REQUESTED IN DEPTH SPECIAL ASSIGNMENTS
I NEED HELP WITH AD-HOC PROJECTS
THESE CAN BE PERSONAL OR BUSINESS RELATED
FINANCIAL SESSIONS
I want to help you answer, “Who do you ask?,” when it comes to your financial questions.
I provide personal financial consulting and will objectively answer your financial questions to help solve your financial problems. Since I only work for you, I can help without regards to sales agendas or conflicts of interest. There truly are no strings attached.
HOW IT WORKS
1
Initial short phone conversation to determine what needs to be addressed
2
Information gathering sheets will be sent to be filled in by client for meeting preparation
3
Personal meeting to answer questions, provide solutions, and determine the next necessary steps
WHAT IT COSTS
Financial sessions are $575 for up to 2.5 hours of time. Additional time is available at a rate of $250 per hour, with a 30-minute minimum charge, and is billed to the closest 15 minutes thereafter.
YEARLY FEE OPTIONS
This service allows clients to ask multiple, less in-depth questions on an as needed basis. These questions can usually be answered with a quick phone call or email, and generally require less than 20 minutes.
HOW IT WORKS
Client can call or email questions. Under most circumstances, questions can be answered either the same business day or the following business day.
WHAT IT COSTS
Packages range from $675 – $1000 for 3-5 hours of use.
Time used is counted on a cumulative basis based on actual time spent. Fee is for one calendar year from date of payment or time used, whichever comes first.
SPECIAL SERVICES
This service allows a client to request help with an ad-hoc project. The projects could include issues such as: helping with new business opportunities, small business financial consulting, financial planning, evaluation of existing/proposed private investments, or other financial topics.
HOW IT WORKS
A phone consultation will determine client needs and scope of work required.
WHAT IT COSTS
Flat fee pricing will be based on the determination of work required.
Disclosure: Investment and tax advice is not given. Investment products, insurance, and mortgages are not offered.
Opinions are my own and information provided is for educational purposes.