Benefits of Our Hourly Consulting

Our life’s work is empowering our clients to pursue their dreams. Hourly consulting provides a great way to ensure you are on the right path. Managing your financial future is a complex process that involves careful consideration of your short- and long-term goals.

These services extend our CERTIFIED FINANCIAL PLANNER™ professional’s expertise beyond our client portfolio and include specific financial problem solving and essential financial guidance in those areas that are most important to you:

• Asset Allocation

• Business Planning
• Education Planning
• Estate Planning
• Debt Management
• Goal Planning
• Cost Basis Tracking
• Purchase Analysis

Addressing all of your financial goals and objectives at once may seem intimidating or make them seem unattainable. Hourly consulting services can help you stay on track with a disciplined approach to your goals, as well as help you keep pace with changes in your personal circumstances and legislation that may affect your financial situation.

The costs for hourly consulting are based upon an hourly rate, which is fully disclosed in a written engagement agreement. Let’s get started today and design a program tailored for your unique situation and needs.