Hourly Financial COnsulting
Have a question or concern, but not ready to commit to a long-term advisory relationship? We provide hourly financial consulting with our signature focus on individual service and honest advice delivered in a cost-effective manner.
Consulting services can include:
- Cash flow analysis and budgeting
- Investment assessment and allocation strategies
- Retirement planning, which may include savings and distribution strategies
- Risk management analysis (property, life, disability, long term care)
- Employee-benefits consulting
- Estate and tax planning, which may require coordination with outside professionals, including CPAs and attorneys
- College planning, including but not limited to, savings / investment strategies (i.e. 529 plans) and financial aid assistance
In summary we provide:
- In-depth analysis and guidance based on specific client needs
- A issue-specific service advantageous for young people just getting started
- Billing at a hourly rate
- Effective consultation that can be done on retainer or pay-as-you-go basis
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