An Hourly Fee for Some Good Advice

Sometimes all you need is some good advice.  You don't need help managing money.  You don't want any hidden agendas.  You don't need (or can't afford) a detailed and comprehensive financial plan.  But you know you could use a little help just to, well, make sure you are on the right financial path.  An hourly fee financial consultation session may be just what the financial doctor ordered!  

We sit down for (a minimum of) two hours, and my time is yours.  Imagine it is as if you had one of those financial talk show hosts all to yourself for two full hours.  Imagine how valuable that advice could be and what a difference it could make in your financial life!  

You set the agenda.  I will take the time to fully understand your situation and concerns. I will then provide you with the very best advice based solely on what I think is best for you.  After our meeting, I will summarize our recommendations in a brief written report.

People take advantage of my Hourly Fee Advice Only services for help with any (or all) of the following: 

  • Budgeting, cash flow, and debt management advice
  • Analysis and advice regarding investment opportunities / strategies
  • Paying for, and planning for college, including financial aid strategies
  • Independent investment portfolio review and risk analysis
  • Tax or estate planning advice (I am not an attorney or accountant, but I can help you understand advice other professionals may give you). 
  • Small business management and planning advice from an experienced and successful entrepreneur
  • Getting the most out of your employer retirement and benefit plans
  • Whatever financial concern is keeping you awake at night!

 

You may even wish to use me to advocate on behalf of your financial interests with other professionals such as attorneys, accountants, creditors, insurance agents, etc. Again, the time is yours – you tell me what you want us to do with it! Our hourly fees are very competitive with those of similar accounting or legal professionals. Our hourly rate is $175 per hour for a 2-hour minimum consultation.

Hourly fees are lower for larger scale projects such as comprehensive financial planning.  Ongoing retainer arrangements are available if your advisory needs will be ongoing.

Call to see if some fee-based professional financial advice can help you get on the path to financial independence!