Financial Planning

Financial planning services are provided to clients to assist them in pursuing both short and long range financial goals. We begin this process by gathering information about the client’s current financial condition. After clarifying the client's goals, we identify past efforts and current abilities toward the pursuit of those goals.  We follow the initial analysis with ongoing progress reviews.

Fees charged by OSA for financial planning or consulting services are dependent upon the services rendered to the client and may be either fixed or hourly. Before we begin a planning assignment, we will work with you to define the scope and set the fees in a Financial Planning and Consulting Services Agreement executed with the client upon engaging the services of the Firm.

For financial planning services, the fee assessed may be either a fixed one-time fee or a recurring annual fee within a range of $750 to $5000, depending upon specific needs defined by the client.

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