yifan dang

Services Offered

• Investment Strategies
• Retirement Planning
• Wealth Management
• Tax Planning
• Risk Management

Cost Range

Yifan Dang's services typically range from $150 to $300 per hour, depending on the complexity and scope of the financial planning required. Initial consultations may be offered at a reduced rate or complimentary in some cases.

Local Tips

Located in an area with a diverse financial landscape, it may benefit clients to schedule meetings during weekdays to avoid the hustle and bustle of the city, ensuring a more personalized and focused session. Consider leveraging virtual meetings for convenience, especially for those residing outside the immediate vicinity.

FAQs

• What should I bring to my first meeting with Yifan Dang?
  Bring any relevant financial documents, including recent tax returns, investment statements, and a list of financial goals or questions you may have.
• How often should I meet with my financial planner?
  It is generally recommended to meet at least once a year, but more frequent meetings may be necessary based on your financial situation and goals.
• Does Yifan Dang offer virtual consultations?
  Yes, virtual consultations are available, providing flexibility and convenience for clients who prefer or require remote meetings.