One-time project plan

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
  • Investment analysis.
  • Workplace benefit analysis.

ONE-TIME PROJECT PLAN IN ACTION

  • Over a period of 1 to 3 months, we’ll address the one or two areas we’ve both identified as the focus of the engagement.
  • 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!

What are the Fees for the One-time Project Plan?

A flat one-time fee that starts at $950.*

*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.