Financial Project Service

If the On-Going Service relationship is not desired or practical, a Financial Project Service (“Project Service”) is also offered. The Project Service is a limited scope consultation of two financial planning topics selected in advance by the Client (chosen from the topics listed under the Initial Year of the On-Going Financial Planning Service) and includes a one-time, two-hour office or internet-based meeting along with data gathering, analysis, and a written meeting summary. The Project Service does not constitute a comprehensive financial planning engagement. As such, follow-up advice and/or implementation assistance is not provided following the completion of the Project Service. However, the Project Service does includes e-mail and phone support for 30 days after the meeting, on topics discussed during the Project Service meeting.

For a more in-depth explanation of TradeWinds’ Financial Project Services, please click on the link below to view TradeWinds’ Form ADV filed with the Commonwealth of Massachusetts and the Securities and Exchange Commission.