A full-blown financial plan and subscription arrangement may not be immediately suitable for you if your list of objectives is more limited or more specific to a single issue that needs addressing. However, that doesn’t mean that you still can’t access the expertise of a qualified CERTIFIED FINANCIAL PLANNER™ professional. Anglia Advisors offers more bite-sized financial planning in the form of Single Sessions of either two or three hours each for which you set the agenda and pay for on a one-time and as-needed basis. This sis a one-time engagement and no ongoing retainer are asset management fees are required (unless opted for following the session). You can arrange for just one session as a kind of “jump-start” or a series of sessions over time. The frequency and regularity is completely up to you, thereby giving you complete control over the amount of information and advice you require and over the total amount of fees you pay.

The Single Session:

  • A choice of a two or three hour private meeting with a fiduciary CERTIFIED FINANCIAL PLANNER™ professional. The meeting can be held in person at my midtown Manhattan location or remotely by video call. The agenda is completely up to you and can encompass any aspect of financial planning, personal finance and/or investment management or can even be a purely educational experience

Special Sessions:

  • FOREIGN NATIONALS IN THE US ***: A specific type of 2 or 3 hour session that addresses considerations and issues that face non-US-citizens living and working (or about to be) in the US on a visa or a green card and offers advice and access to qualified professionals
  • PORTFOLIO REVIEW: Another specific type of 2 or 3 hour session with an impartial and detailed review of an existing portfolio that may have been created by you or by another advisor. This can include your personalized Riskalyze Risk Number. This is a proprietary scaled index developed by Riskalyze that reflects your very own “risk score” from 1-100, showing your unique risk fingerprint. We then match that score to your existing and/or prospective portfolio of investments. Most people don’t know exactly how much risk is in their existing portfolio. We can review your current investment lineup, calculate its Risk Number and compare it to your personal Risk Number. Usually, we find a significant discrepancy between the amount you are willing to risk and the amount of risk you are actually taking and can suggest actions to narrow this gap
  • Items are addressed verbally, as much as possible, right then and there in the meeting. Any items requiring further research or follow up and further information on the part of the advisor will be addressed in an emailed report shortly after the meeting
  • I will operate under The Fiduciary Standard for the entirety of the meeting (see more detail here)

Other common topics addressed in Single Sessions are:

  • Imminent or recent marriage and the financial, legal and tax consequences, challenges, obligations and opportunities that this brings about
  • Imminent or recent divorce or widowhood and the financial consequences, challenges, obligations and opportunities that this brings about, particularly if you were not the primary financial organizational partner during the period of time of the marriage
  • Imminent or recent parenthood and the financial, legal, estate planning and insurance-related consequences, challenges, obligations and opportunities that this brings about
  • Imminent or recent college graduation and entry into the workforce and the financial consequences, changes, challenges, obligations and opportunities that this brings about
  • Imminent or recent change in employment and workplace benefits (including a  new 401k/403b plan that needs to be analyzed and allocated) and the financial  consequences and opportunities that this brings about
  • Recent arrival in the US as a foreign national *** on a visa or green card seeking to understand the often complex financial, tax and legal issues that apply to non-citizens or consideration of a change in immigration status and what this could mean from a financial, legal and tax standpoint (see FOREIGN NATIONALS above)
  • Consideration of a real estate purchase and an objective analysis of the financial, credit and cash flow consequences, challenges, obligations and opportunities that this  brings about
  •  Consideration of a real estate purchase and an objective analysis of the financial, credit and cash flow consequences, challenges, obligations and opportunities that this brings about
  • A sudden or unexpected influx of wealth from an inheritance, legal settlement, significant bonus etc. with which you need guidance as to how to deploy, invest and use wisely and cost-efficiently
  • A second set of eyes, comment and recommendations on an existing investment portfolio put together either by you or another financial advisor (see PORTFOLIO REVIEW above)
  • A two or three hour “crash-course” in personal finance and financial markets and a savings and investment education for yourself, a friend or family member in need of  a general understanding of how the financial environment works

*** please note that non-citizen-related sessions can often be characterized as more complex and may therefore be priced differently

  • Book just one or as many sessions as you wish. Single Sessions come only in two or three hour formats and pro-rated sessions of other durations are not available, although multiple sessions of either duration are possible
  • Discounted pricing for Anglia Student Loan Repayment Optimizer and/or Anglia College Planning System
  • Single Sessions can be combined with subsequent portfolio management engagement with ETF-based professionally allocated and managed portfolios with no minimum asset level in taxable individual or joint brokerage accounts, rollover/inherited/Traditional IRAs, Roth IRAs, SEP IRAs or trust accounts (more details here)
  • In the case where a Single Session engagement then develops into a subsequent Financial Plan engagement, 50% of the Single Session fee(s) will be credited back to the client against fees payable for the Financial Plan


Important note: As a Registered Investment Advisory firm, Anglia Advisors in not permitted   to give direct tax or legal advice, but is permitted to broadly describe the tax or legal landscape in which the client may be operating