An opportunity to access and tap in to the insight and experience of a qualified, experienced fiduciary CERTIFIED FINANCIAL PLANNER™ personal financial consultant with decades of experience in financial markets and expertise in wealth creation and protection for individuals and couples who is not going to attempt to sell you anything and whom you are paying for un-conflicted and completely objective fiduciary advice in the most cost-effective way possible. These sessions will demystify finance, explain where you stand in plain English and make recommendations in simple language so that you can then go and confidently take the appropriate steps to improve your financial situation.
Anglia Advisors offers these unique personal finance advisory consultations in the form of Hourly- Based Sessions of either two or three hours each for which you set the agenda and pay for on an as-needed basis. No up-front or ongoing membership fees are required, no pressure is exerted, you just pay as you go for high quality and no-hidden-agenda personal financial advice. The content of the sessions is up to you, let us know what is on your mind, what keeps you awake, what guidance you require, what personal finance problems need solving, what you want us to analyze and comment on, what professional connections you need to access, what accounts you may need to open or fund etc. etc. All aspects of personal finance are on the table for discussion.
You will also be able to access the Anglia Advisors Professional Network of financial and legal professionals, who are specifically experienced and qualified in dealing with our target clientele in the implementation of our recommendations.
You can arrange for just one session as a kind of “jump-start” or, more commonly, a series of sessions over time, or simply come back for refresher session whenever you experience a significant life event or feel stressed by a particular personal finance situation. The frequency and regularity, even the location is 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 for this advice.
Following a session, you can also choose, if you wish, to opt for ongoing portfolio management services or discounted access to a number of our other services.
Important note: As a Registered Investment Advisory firm, Anglia Advisors is 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.
FEATURES AND PRICING
Prices shown above are typical for non-complex cases, more complex cases may be priced higher. Sessions are available only in one of the two time durations shown above. They are held in person at our location at 315 W 36th St, New York NY 10018 or by online video conference. All sessions will be held under the fiduciary standard. Additional Hourly-Based Sessions of either duration are available at any time. The fee is payable by check at the beginning of the session or electronically in advance using Zelle. Many of our other services, such as Portfolio Management, Student Loan Repayment Optimization and College Planning Analysis, can be added to the Hourly Session package for an additional fee, some of which may be discounted.
WEWORK: Existing WeWork members (with a Hot Desk membership and above) and all WeWork employees are eligible for a 10% discount.