Situational Clients receive guidance, advice and service related to their specifically defined needs and concerns through our Financial Consulting service. Ongoing service and support is provided as it relates only to the work performed. Additional services, outside of scope of work defined, will be determined separately, as requested or recommended. Investment Management and Financial Planning services are available separately.
Hourly Fees: Financial advice may be provided on an hourly basis, at the rate of $300 per hour. *Additional services are fee only.
Our Financial Consulting Services
Financial Consultant Clients seek targeted solutions to specified goals or situations. On an hourly-basis we provide guidance on the most appropriate solutions, which can include:
- Investing strategy (one-time)
- Life insurance
- Long Term Care
- Disability protection
- Estate settlement assistance
Let’s Make This Personal
At Gen Next Wealth, we’re here to get to know you in ways that are much different than other professionals that you may hire for other facets of life. There are fewer topics that are more personal than your finances. We understand that this may be a sensitive subject for our clients. Our approach emphasizes empathy and compassion to a level that makes it feel like you’re working with us.