Hourly Financial Planning

Hourly Financial Planning is perfect for clients who desire to work with a financial planner on specific financial goals. We will investigate your options and make recommendations to help you achieve your financial goals. We are more than happy to answer any questions related to your financial life.

Cash Flow & Budgeting Planning
Vision and Goal Setting
Charitable Giving Planning
Debt Management
Investment Planning
Employee Benefit Planning
Stock Options Planning
Insurance and Risk Management
College Planning
Retirement Planning
Tax Planning
Estate Planning
Business Planning

Examples of common questions:

Am I on track for retirement?
What investments should I pick in my 403(b), 401(k) or 457 retirement plans?
How can I save for my child’s college education expenses?
What estate planning documents are best for my situation?
How do I invest in the stock market?
Can you help lower my tax bill?
Can you set up my investment account and manage my investments?
Can you help me with a budget or spending plan?
How much should I set aside for emergency savings vs. savings for other goals?
How do I set up a Traditional or Roth IRA?

Hourly Pricing: $150 / hour

The fee is billed in 15-minute increments, with a minimum of 1 hour.