1800 Century Park East, Ste 600
Los Angeles, CA 90067
Toll Free: 844-737-8952
Office: 310-737-8266

Financial Planning

Which model is best for you?

Our Los Angeles & Orange County offices have financial planners ready to serve

Introductory model

  • Complimentary one-hour Discovery Meeting with one of our financial planners.
  • Used as the Primary Engagement before any other financial service is being selected.
  • Provides an opportunity for both financial planner and client to determine compatibility.

Hourly model

  • For those who may not be ready for comprehensive planning
  • For those who need a second opinion or assessment on a limited scope (one topic) with no commitment
  • Financial Planning services @ Hourly Rate of $250

Project model

  • Caters to financial planning that is limited in scope (one topic)
  • For those who request services on a per project basis (up to 2 hours per session with a minimum of 2 sessions)
  • Allows you to experience Otium AG’s style of financial planning before you decide on an ongoing relationship
  • Includes written plan (electronic and hardcopy)

Dynamic Response model

  • For those who request an ongoing financial planning relationship
  • Real time, adaptive planning throughout the year
  • Unlimited advice on the selected scope(s) of engagement
  • No time limits and no session limits throughout the year
  • Choice of private office or virtual conference meetings
  • Includes written plan (electronic and hardcopy)
  • Includes personal cloud storage for all your vital records
  • Includes implementation, monitoring of the overall plan, and semi-annual reviews

Free Retirement Readiness Assessment

FINANCIAL PLANNING FEES

FINANCIAL PLANNING FEES
  1. Collaboration with external legal professionals
  2. Collaboration with external tax professionals
  3. Not accessible through the Limited Scope and Project based models due to the depth and breadth of the topic
  4. Limit of one topic per project model
  5. Option to add Dynamic Response planning to Portfolio Management services without extra fees

Frequently Asked Questions

[ultimate-faqs]
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Otium Awaits

If you're ready to start a conversation about your financial life, schedule a complimentary introductory meeting with us today!

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