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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Planning | Comprehensive Financial Planning |
$150 - $300
Call to Book
|
Budgeting Services |
$100 - $200
Call to Book
|
|
Retirement Planning |
$200 - $400
Call to Book
|
|
Investment Advice | Investment Portfolio Management |
$300 - $600
Call to Book
|
Risk Assessment and Management |
$150 - $250
Call to Book
|
|
Investment Education |
$100 - $200
Call to Book
|
|
Debt Management | Debt Consolidation Planning |
$200 - $400
Call to Book
|
Credit Counseling |
$100 - $200
Call to Book
|
|
Budgeting to Reduce Debt |
$50 - $150
Call to Book
|
|
Wealth Management | Asset Allocation Strategy |
$300 - $500
Call to Book
|
Estate Planning |
$250 - $500
Call to Book
|
|
Tax Planning |
$200 - $400
Call to Book
|
|
Fiduciary Services | Personalized Financial Guidance |
$200 - $400
Call to Book
|
Conflict of Interest Management |
$150 - $300
Call to Book
|
|
Ongoing Client Communication |
$100 - $200
Call to Book
|
Citrine Capital is a flat-fee wealth management firm committed to helping business owners and entrepreneurs generate, expand, and safeguard their wealth. Our company administration services offer clients strategic insight and comprehensive coordination to meet their financial requirements. Clients rely on our experience to manage their cash, organize their investments, prioritize their goals, plan for retirement, prepare for major life events, and safeguard their families. We also work with clients to minimize their taxes. Our offices operate in San Francisco and Washington, D.C., and we have clients throughout the US and the world. Citrine Capital Transform Your Business Future
 
The bulk of reviews for Citrine and its financial advisers mainly centered on the great job Sefa and Jirayr do. Sefa’s clients like to show satisfaction over the clarity of her advice and plan impact on their situation, thanking her for it. Most clients find a sense of direction under Sefa’s guidance and report that her approach to financial matters is easily understood. Jirayr has a good approach in that he will teach his clients about the complex financial world and impact their financial standing in a year positively. Most customers still working with either Sefa or Jirvary have entrusted the future outlook of their finances on them. And are nothing but appreciative, mentioning multiple times how secure and lifted Salomon and their decision to deploy them. The financial advisors show that they exercise integrity and refuse to fail, as many of their customers from as way back as more than ten years still work with them. They also appreciate them for constantly appraising and improving a client’s financial roadmap. Thus many believe that Citrine’s clients can remain with the company for a long time because of the fruits others are gaining.
 
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