Ensuring your money works for you is what we do. You have many aspirations that you desire to reach. We can build you a customized portfolio based on your unique goals, input and risk tolerance to help you get there. We offer this service free from any institutional ties and proprietary products. As part of your money management program, you'll also receive an investment policy statement "WHC BluePrint©" that outlines all expenses, portfolio volatility and investment guidelines. That way you'll know what your expenses and risks are up front, letting you know what to expect and giving you complete clarity to make the right investment decisions. Fee: 1% of assets under management. Investments such as mutual funds and ETFs (exchange traded funds) have underlying internal expenses. You may also incur brokerage fees for buying stocks and bonds. Best For: Anyone who wants to re-evaluate their goals and commit to a new financial future. What it is: Our most popular program, FFQ is a one year commitment that includes several face-to-face meetings. The flexible FFQ program lets you create your own customized plan, which includes a cash flow analysis plus five other modules of your choice, from any of the following: > Risk management (insurance) and benefit shortfalls > Asset management / asset allocation model > Investment management and investment recommendations > Retirement planning / 401(k), 403(b), TSA and IRA investment recommendation and      consolidation strategies > Analysis of employee benefits > Estate planning > Tax Planning / tax projection > Educational planning > Purchasing home/ refinancing > Charitable giving strategies What you'll get out of it: Renewed focus and commitment to your future financial freedom, outlined in an easy to follow, step-by-step plan that we can revisit as needed during our meetings. By the end of the year, you'll be well on your way to achieving your goals. Fee: $5,000 Best For: The busy and/or traveling executive. What it is: A one and a half day workshop that segues into ongoing, objective financial advice for a two year period. Come and join us at a luxury hotel in a wonderful location such as in historic Boston or the sand swept beaches of Cape Cod or a rural retreat in the Berkshires for an intense focus on your future. Over dinner, we'll find out all about your current achievements and your future goals. We'll then spend the next day in a workshop planning session designed just for you. Over the course of the day, we'll give you a complete financial analysis and overview, including: > Cash flow analysis and development of a spending plan > Risk management (insurance) and benefit shortfalls > Asset management / asset allocation model > Investment management and investment recommendations > Retirement planning / 401(k), 403(b), TSA and IRA investment recommendation and     consolidation strategies > Analysis of employee benefits > Estate planning > Tax planning / tax projection > Educational planning > Purchasing home/ refinancing > Charitable giving strategies What you'll get out of it: Walk out of our meeting with your goals revitalized and a customized plan to help you achieve them. We'll also work with you as often as you'd like for one year to make sure you stay on track and achieve what you've outlined in the workshop. Fee: $9,500 Based upon our years of financial services experience, clients often turn to us for work on a project basis. Some of our recent projects have included analyzing a business plan, creation of compensation packages, and business feasibility studies. Please contact us at 888.797.9009 to discuss. Fee: Negotiable per project Please note: Based upon the complexity of certain situations, all prices are subject to change and will be confirmed prior to entering into any agreement with you to perform any service on your behalf.