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Consulting

Expert guidance when you need it, on your terms.

How Consulting Works

One-Time Financial Review

A comprehensive look at your current financial picture. We analyze your investments, insurance, tax situation, and overall strategy, then deliver a written report with specific recommendations.

Example

You want an expert set of eyes on your complete financial situation before making any major changes.

Second Opinion

An independent evaluation of advice you have received from another advisor, employer, or institution. We review the recommendation, identify what was missed, and tell you whether the advice holds up.

Example

Your employer is offering a buyout package and you want an unbiased analysis before deciding.

Specific Decision Guidance

Targeted analysis on a single financial question or decision. We gather the relevant data, run the numbers, and give you a clear recommendation with the reasoning behind it.

Example

You need to decide whether to exercise stock options, convert to a Roth IRA, or restructure your insurance.

Not every financial question requires a full advisory relationship. Sometimes you need a second opinion on a stock option package, a review of your current portfolio, or guidance on a specific decision that will have a major impact on your finances. That is what our consulting service is built for.

At Ferrante Capital, consulting engagements are scoped to your specific need and priced as a flat fee agreed upon before we start. You get the same depth of analysis and quality of advice that our ongoing clients receive, applied to the particular question you bring to us. No ongoing commitment, no recurring fees, no pressure to sign up for more.

We work with individuals navigating job transitions, evaluating equity compensation, reviewing insurance coverage, or simply looking for a qualified second opinion. If your situation calls for a targeted answer rather than a comprehensive plan, consulting gives you direct access to experienced advisors without the overhead of a long-term engagement.

Three Simple Steps

01

Scope and Agree

We define the question, agree on deliverables, and quote a flat fee before any work begins.

02

Analyze and Recommend

We gather the relevant data, run the analysis, and build a clear recommendation backed by real numbers.

03

Deliver and Follow Up

We present our findings, answer your questions, and check in afterward to make sure you have everything you need.

Frequently Asked Questions

Common topics include investment portfolio reviews, stock option decisions, insurance evaluations, tax strategy questions, retirement readiness assessments, and second opinions on another advisor's recommendations.

Consulting engagements are priced as a flat fee based on scope and complexity. We agree on the fee before any work begins, so there are no surprises.

No. Consulting is designed for people who want expert input on a specific decision without committing to an ongoing advisory relationship. If you decide you want ongoing support later, that option is always available.

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No commitment, no pressure. Let's discuss your financial future.

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