Consulting

Financial situations can become more complicated than they first appear.

Financial decisions and actions rare happen in isolation. A change in income, family responsibilities, property, business, leadership, taxes, or other financial obligations can affect what happens next in ways that are not always obvious from the numbers alone.

NTFS Global provides financial transition consulting for individuals, families, leaders, and organizations who have already tried to understand what is happening and want experienced judgment applied to the situation before moving forward. 

Depending on what you needs attention, consulting may begin with a focused conversation, a deeper analysis of one issue, or structured support through a larger financial transition.

The Review

Sometimes you have already read the documents, searched for answers, asked questions, compared possibilities, or tried to work through the situation yourself and still feel frozen to make the next move.

The Review is a focused advisory conversation for one financial change, decision, concern, or situation that needs a closer look. 

Bring the question, document, concern, or recent development. Together, we will look at what is happening, what matters, what may be missing, and what deserves your attention deciding what comes next. 

The Review may be right for you if: 

  • You have already tried to understand the situation and still have questions
  • You received a financial document, notice, or update during a transition and are not sure what it means or how concerned you should be
  • You are considering a financial decision and want another experienced set of eyes on the situation before moving forward
  • You and the people involved need to talk through one financial issue together before making a decision
  • You want clarity from a conversation rather than a written analysis

Investment: $1,000 flat fee

Includes up to 3 participatents per session

SCHEDULE THE REVIEW

The Breakdown

Some financial issues need more than a conversation. 

The Breakdown is designed for one defined financial issued that requires deeper analysis. Relevant numbers, documents, circumstances, and other information are brought together during the working process so the issue can be examined as a whole.

You receive a written deliverable explaining what was found, what it means, and recommended next steps.

The Breakdown may be right for you if: 

  • You have one financial issue with several pieces to sort through, and the deeper you look, the harder it becomes to see how they fit together
  • You are weighing options and want to understand the financial impact before choosing one
  • You want the numbers, facts, and circumstances reviewed together rather than looking at each piece separately
  • You need something in writing that clearly explains what is happening and what to consider next
  • You want an analysis you can return to or share with family members, a board, attorney, advisor, or another professional

Investment: $2,500 flat fee

The Breakdown covers one defined financial issue. If the situation expands into multiple connected issues or requires structure support over time, the Financial Transition Suite may be more appropriate.

If the same issue expands into a Financial Transition Suite engagement upon discussing our findings, the $2,500 Breakdown payment will be applied toward the Suite balance.

START THE BREAKDOWN

Financial Transition Suite

Sometimes one financial concern uncovers several others. The more responsibilities, people, departments, households, or other outside circumstances involved, the bigger the situation becomes. Then new documents and information continues to surface and determining what should happen first becomes part of the growing challenge of the current financial change.

The Financial Transition Suite is a structured 90-day consulting engagement for financial transitions involving connected issues, decisions, responsibilities, or moving parts.

The work is designed to help you understand the full situation, establish priorities, work through key decisions, and determine what needs attention in the right order.

The Financial Transition Suite may be right for you if: 

  • One financial concern has uncovered several other issues that now need attention
  • One decision cannot be made with considering several others
  • Different households, departments, or stakeholder groups are affected by what happens next
  • The situation is still changing or additional information may surface
  • You need help determining the right order of actions to handle the situation
  • You need structured support through the transition rather one conversation or one written analysis

Starting investment: 

$7,500 for individuals & families

$15,000 for organizations & nonprofits

Each engagement is scoped according to the transition, complexity, and support required.

Application required to begin.

apply for the suite

Not sure which consulting option fits?

Think about what you need from the engagement.

The Review — I need to talk this through before I decide.

The Breakdown — I need one issue analyzed and explained to me in writing.

The Financial Transition Suite — This has become bigger than one issue, and I need help working through it.

If you are still unsure, visit Start Here to explore consulting, education, and resources across NTFS Global.