How to Hire Us
We have an initial meeting to discuss our mutual expectations of a relationship
We then enter an employment agreement, as well as other agreements that may be needed like Brokerage Agreements that may be required to achieve our immediate goals.
We are paid an hourly rate of $150.00 per hour. We may also receive a performance bonus on large projects.
We may request a non-refundable spendable retainer for larger projects that require lots of up-front hours. We also credit our clients accounts with 75% of any brokerage fees we may receive on their projects. These spendable retainers are credits to your hourly fee accounts.
We start off by doing a “Survey of Investment Objectives / Financial Statement”. This helps us define what needs to be done in order to pursue your goals and objectives.
We look at your past five years and then look at what your next five years could look like. You are actively involved in this process. Once we see where you have come from, and where you wish to be in five years, we make a plan of action, setting three current objectives, three more to take their place, and three long term goals. We then start to work on them together.
Your first step? Give us a call and set up an appointment. We look forward to meeting you and helping you achieve your goals. 603-643-6380.