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OTIUMfinancial Complimentary Consultation - virtual or phone

Learn more about our services and set up time to talk with one of our OTIUMexperts.

Click on the Complimentary Consultation link up top or the link below to schedule. 

This is a zero commitment meeting.  You will learn more about OTIUMfinancial to see if we are the right fit.  We will try to direct you to the right place for your concerns if we are not.  

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OTIUMfinancial Consult- virtual or phone

OTIUMfinancial analysis of mutual funds, index's and ETF's.

Discuss individual investments i.e. stocks, mutual funds, ETF's, insurance policy's, annuity contracts, etc...  

Fee Structure Analysis i.e. expense ratios, management fees, share class analysis, etc...

30 min session - $100

Questions before you book? Feel free to reach out at: info@otiumfinancial.com or call 312-725-9884

Video Conference

OTIUMfinancial X-Ray - virtual or phone

The OTIUMfinancial X-Ray is an in-depth deep dive into your custom built, personalized analysis.  We convey the details and add clarity to your financial well being.

We will allocate the time needed to deliver and discuss your OTIUMfinancial  X-Ray.

OTIUMfinancial X-Ray - $425

Questions before you book? Feel free to reach out at: info@otiumfinancial.com or call 312-725-9884

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Passive Access

 

Unlimited financial planning software access for the do it yourself-er.  

Additional access to The Vault.  The Vault, allows storage of all your financial data, statements, estate planning and tax documents into one secure place.  

Monthly Access - $17.99 per month

Questions before you book? Feel free to reach out at: info@otiumfinancial.com or call 312-725-9884