Review Engagement

Introductory Call

• We listen and ask questions to gain a basic understanding of your particular situation and concerns. Where appropriate, we explain our planning process and set a time for you to meet with us and your trusted advisors.

Gathering and Evaluation

• If you wish for us to review your affairs, we will quote a fee for this initial review and will request your:
  • Most current financial statements (including asset ownership and basis);
  • Past three years of individual and business tax returns;
  • Existing legal planning documentation; and
  • Supporting data and documentation.

Initial Visit

• If we mutually determine that our services can be valuable to you and your family, we visit with you and your selected advisors for a one or two day retreat to more fully understand your family, business, assets, concerns, and goals – far more than tax savings and asset protection.
• Based on your needs and desires, we formulate the parameters of the Design Engagement, including design fees, deadlines, and responsibilities.

Engagement fees are based on level of complexity, team support, and the Strazzeri Mancini partner with whom you work. Range of $10,000 to $20,000.