Considered answers to the questions we hear most.
We provide measured financial organization and planning for households: documented reviews, written plans, scheduled maintenance, and coordination of qualified tax, legal, and financial specialists when an engagement requires them.
Neither. Montwell Consulting LLC is not a financial consultant, financial advisor, or legal advisor. Specialized matters are placed with appropriately qualified professionals and supervised through completion.
Fixed and published. The Orientation Consult is $299.99; all other engagements carry stated flat fees listed on the Services page. We accept Visa and Mastercard in U.S. dollars.
Engagements may be cancelled at any time at 1-888-203-8880 or info@montwellconsulting.com. Refund initiation is confirmed within 30 days; funds typically post within one to two billing cycles.
An Orientation Consult concludes within a week of the session. Larger programs run on stated schedules with written checkpoints — typically four to ten weeks depending on scope.
No. Engagements are conducted by telephone and video nationwide. Office hours are Monday through Friday, 8:30 AM to 4:30 PM EST.
Further questions: 1-888-203-8880 · info@montwellconsulting.com