Analytical Services for Specific Financial Questions
Each service provides focused examination of a particular type of financial decision. Choose the analysis that matches your current situation and needs.
Return HomeThree Focused Analytical Services
We offer specialized analysis for three common financial decision contexts. Each service provides thorough examination tailored to the specific type of question you're facing.
Liquidity Position Analysis
Examination of cash and near-cash holdings relative to short-term needs, emergency reserves, and opportunity readiness. This service assesses whether liquid resources are appropriately sized and positioned for your circumstances.
Who This Serves
Appropriate for individuals questioning whether they hold too much or too little in accessible funds, considering whether to deploy cash reserves, or planning for transitions requiring financial flexibility.
Career Transition Financial Review
Analytical assessment of financial implications surrounding major career changes including industry shifts, entrepreneurial ventures, or voluntary departures. This service models runway requirements, benefit transitions, and income recovery timelines.
Who This Serves
Suitable for individuals contemplating significant professional changes, evaluating entrepreneurial opportunities, or considering sabbaticals and need to understand financial implications thoroughly.
Charitable Giving Strategy Analysis
Financial examination of philanthropic activity including tax efficiency, timing optimization, vehicle selection, and legacy considerations. This service provides analytical frameworks for thinking about giving without advocating for specific causes or amounts.
Who This Serves
Designed for individuals with established giving practices seeking optimization perspective, those considering larger charitable commitments, or anyone wanting to ensure their giving approach aligns with their values and financial position.
What Each Service Includes
Initial Consultation
Discussion of your specific situation to ensure the service matches your needs and to clarify the scope of analysis.
Information Gathering
Structured process for collecting the financial information and context necessary for thorough analysis.
Detailed Analysis
Comprehensive examination of your situation through multiple scenarios and analytical frameworks tailored to your question.
Written Report
Clear presentation of findings, scenario comparisons, and considerations for your decision-making process.
Results Discussion
Review session to discuss the analysis, clarify any questions, and ensure you understand the implications.
Follow-up Support
Availability for additional questions as you consider the analysis and make your decision.
Timeline and Process
Most analyses are completed within four to five weeks from initial consultation to final discussion. The exact timeline depends on the complexity of your situation and how quickly information can be gathered.
You'll receive updates throughout the process and have opportunities to provide additional context or ask questions before the analysis is finalized. The goal is thorough examination that addresses your specific needs, not rapid turnaround that might miss important considerations.
Choosing the Right Service
The service you choose should match the primary financial question you're facing. While situations sometimes involve multiple considerations, focusing the analysis on your main decision point typically provides the most clarity.
If you're uncertain which service fits your situation, an initial conversation can help determine the appropriate approach. Sometimes what seems like a liquidity question is actually about career transition planning, or vice versa. Discussion helps clarify where analytical focus will be most valuable.
For situations involving multiple significant decisions, it may make sense to address them sequentially rather than simultaneously. This allows thorough examination of each question and can reveal dependencies or optimal sequencing that wouldn't be apparent when trying to analyze everything at once.
Not Sure Which Service Fits Your Situation?
We're available to discuss your circumstances and help determine whether analysis would be appropriate and which service might be most relevant.
Start a ConversationUnderstanding the Investment
The pricing for each service reflects the analytical depth and customization involved. These aren't standardized reports with your information plugged into templates. Each analysis is built specifically for your situation, examining scenarios relevant to your circumstances and priorities.
The value of analysis comes from helping you make better decisions about much larger financial questions. Whether you're considering how to position significant cash reserves, evaluating a major career change, or optimizing substantial charitable giving, the analysis provides perspective on decisions that can affect hundreds of thousands or millions of dollars over time.
Payment is due at the start of the analytical process. This ensures alignment and commitment from both sides. If after the initial consultation we determine that analysis wouldn't be appropriate for your situation, there's no obligation to proceed.