Lightning Meetings

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What are Lightning Meetings?

Our firm provides a variety of standalone consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives. The Lightning Meeting may encompass retirement planning, estate planning, education planning, personal tax planning, real estate analysis, mortgage/debt analysis and insurance analysis.  Please note, no investment advice is offered in a Lightning Meeting.

What type of Information is Usually Covered?

Lightning Meetings rendered usually include general recommendations for a course of activity or specific actions to be taken by the clients. Implementation of the recommendations will be at the discretion of the client. Lightning Meetings are not typically accompanied by a written summary of observations and recommendations, as the process is less formal. Lightning Meetings will only take into account the information and documents the client provides at the time of the meeting and consultations are typically completed at the close of the meeting.

What do Lightning Meetings Cost?

Lightning Meetings are charged at a flat fee and will typically involve a 60-minute meeting for $750, 90-minute meeting for $995, or 120- minute meeting for $1,150 for individuals based on the requested topic and data provided at the time of the meeting. Payment for a Lightning Meeting is due prior to the commencement of the meeting.