Designed for the client who may
need additional time to cover more "in-depth" issues,
along with follow up. This retainer includes four hours
of time, covering selected issues plus all the items in the Financial
Fitness Review and a copy of your personal "Financial
Pyramid" - providing you a detailed snapshot of your
financial picture, net worth and asset allocation. It also
includes our quarterly newsletter plus 2 quarterly phone
conferences for follow up and discussion.
Duration: 4 hours plus
2 phone conferences for follow up and implementation
zehnderwealth.com
