One-time project plan

You have one or two questions related to finances, but you are not ready to engage in a full financial planning relationship.

THIS SERVICE IS PERFECT FOR YOU

Examples of questions we’ve addressed in the past

  • New to the US – where do I start?
  • Can I afford to purchase a home now?
  • What are my options for college savings?
  • Investment analysis.
  • Workplace benefit analysis.
  • Investment options on an H-1B and other work visas.

ONE-TIME PROJECT PLAN IN ACTION

  • Over 1 to 4 months, we’ll address the areas we’ve both identified as the engagement focus.
  • You’ll have access to the planning portal for the duration of the project.
  • You’ll walk away with actionable recommendations to implement on your own.

What To Expect

At our initial meeting, we’ll explore your specific goals and obtain an understanding of how we might benefit you in that targeted area. If there’s a fit, we’ll customize a plan that suits your unique requirements, agree on a fee, and get started!

ONE-TIME PROJECT PLAN FEES

A flat one-time fee that starts at $1950.*

*If you decide to become an ongoing financial planning client of Elgon Financial Advisors, LLC, within 3 months of the end of the project, the one-time fees will be applied towards your upfront planning fee.