Hourly Fee / Advice Only
Sometimes all you need is a little good advice.
No hidden agenda. No long term commitment. No sales pitch. Just professional advice and specific recommendations based on your own personal financial situation.
Think of Hourly Fee Advice as buying time with your favorite financial radio talk show host. Even better – because unlike any talk show or financial blog, we can spend the time necessary to truly understand your situation, your goals, and your unique needs. And there is no call screener.
Our time together is yours! You set the agenda. We will take the time to fully understand your situation and concerns. We then provide you with our very best advice based solely on what we think is best for you. You don’t need to give us your money to manage. You don’t need to buy any investment product.
After our meeting, we will summarize our recommendations in a written report.
Clients take advantage of our hourly fee advice only services for help with any (or all) of the following:
- Budgeting and cash flow advice
- Analysis and advice regarding investment opportunity
- Paying for or planning for college
- Independent investment portfolio review / risk analysis
- Tax or estate planning advice
- Small business advice from an experienced and successful entrepreneur
- Getting the most out of your employer sponsored retirement plans (401k / 403b)
We can even 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 us 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.
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