Financial Service – bluetearcapital

Email [email protected]

Financial Consulting

GLOBAL STRATEGIES, INSIGHT-DRIVEN TRANSFORMATION

Basic

$500

In-depth financial analysis and recommendations for individuals or small businesses.
One-time consultation session
Financial goal setting
Budgeting assistance
Basic investment guidance.
Optimization strategies
Limited email support.

Standard

$1,000

Comprehensive financial consulting services for individuals or businesses with moderate complexity.
Includes multiple consultation sessions
Personalized financial plan creation
Investment portfolio analysis
Retirement planning
Tax optimization strategies
Ongoing email support.

Premium

$2,500

Premium-level financial consulting services for high-net-worth individuals or complex business entities.
Includes in-depth financial analysis
Personalized financial plan
Investment portfolio management
Estate & Tax planning
Risk management strategies
Unlimited email and phone support.

Financial Advisory

GLOBAL STRATEGIES, INSIGHT-DRIVEN TRANSFORMATION

Basic

$300

Entry-level financial advisory services designed for individuals or small businesses
Includes basic investment portfolio review
Asset allocation recommendations
Periodic performance monitoring
Investment solutions
Performance Reporting
Email support.

Standard

$800

Comprehensive financial advisory services for individuals or businesses with moderate complexity.
Includes personalized investment strategies
Ongoing portfolio management
Retirement planning
Tax-efficient investment solutions
Periodic performance reporting
Email and phone support.

Premium

$2,000

Premium-level financial advisory services for high-net-worth individuals or complex business entities.
Includes customized investment portfolio management
alternative investment opportunities
Estate Planning & Tax Optimization
Philanthropic Strategies
Regular performance reporting
Unlimited email and phone support.