Analytical Services for Informed Decisions
Choose the analytical service that addresses your specific financial questions. Each engagement provides objective quantitative assessment and contextual interpretation.
Return HomeSelecting the Right Analysis
Each service focuses on specific analytical questions. Consider what information would be most valuable for the decisions you currently face.
Asset Allocation Review suits those questioning whether their investment distribution aligns with their objectives and risk tolerance. This service examines current allocation patterns and historical drift.
Financial Ratio Analysis addresses questions about savings adequacy, debt levels, and liquidity position. This service establishes quantitative benchmarks for tracking financial health.
Scenario Stress Testing helps those wondering how prepared they are for adverse events. This service models financial resilience under various challenging scenarios.
Services can be combined when multiple analytical perspectives would support your decision-making. Contact us to discuss which approach or combination best addresses your situation.
Asset Allocation Review
Analytical examination of how investments are distributed across asset classes relative to your stated objectives and risk parameters. Includes historical allocation drift analysis and rebalancing consideration frameworks.
Financial Ratio Analysis
Calculation and interpretation of key personal financial ratios including savings rates, debt ratios, liquidity measures, and wealth-building metrics. Establishes quantitative benchmarks for tracking progress.
Scenario Stress Testing
Modeling exercise examining how your financial position would respond to various adverse scenarios including job loss, market declines, health events, or family emergencies. Identifies potential vulnerabilities.
What to Expect from Engagement
Service Deliverables
- Written analysis report with findings and interpretations
- Supporting calculations and data visualizations
- Discussion session to review findings and address questions
- Reference materials for ongoing tracking and monitoring
Engagement Timeline
- Initial consultation within 2 business days
- Data collection and organization phase: 3-5 days
- Analysis and interpretation: 7-10 days
- Typical completion: 2-3 weeks from engagement start
Investment in Analytical Clarity
Service pricing reflects the professional expertise, time commitment, and analytical rigor involved in each engagement. All fees are fixed and established upfront with no additional charges or ongoing obligations.
Payment Terms
- • 50% deposit required to begin engagement
- • Remaining balance due upon completion before final report delivery
- • Payment accepted via bank transfer or major credit cards
- • Combined service engagements may qualify for bundled pricing
Frequently Asked Questions
Can I combine multiple services?
Yes, services can be combined when comprehensive analysis across multiple dimensions would benefit your decision-making. We offer bundled pricing for combined engagements. Contact us to discuss your specific analytical needs.
What information do I need to provide?
Required documentation varies by service but typically includes account statements, income documentation, expense records, and information about financial objectives. We provide a specific data request checklist after initial consultation.
Do you provide ongoing advisory services?
No, our services focus on discrete analytical engagements. We do not offer ongoing advisory relationships, asset management, or implementation services. Many clients return for updated analysis periodically, but there is no ongoing commitment.
How is this different from financial planning?
Traditional financial planning typically includes recommendations, implementation, and ongoing management. Our services provide objective analysis and interpretation without prescriptive advice or product sales. We help you understand your position; decisions remain yours.
Is my information kept confidential?
Absolutely. All client information is protected under professional confidentiality standards. We do not share data with third parties and maintain secure systems for data handling. Your privacy is fundamental to our professional obligations.
Ready to Gain Analytical Perspective?
Schedule an initial consultation to discuss which analytical service addresses your specific questions and decision needs.
Request Consultation