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.
Topics Covered:
- 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
- Career Coaching
What To Expect:
01
A 30-minute complimentary phone call to determine if it’s a good fit
03
Guidance with one-time projects or requests
04
Help with implementing our recommendations
05
Virtual meetings
Popular Questions Include:
Hourly Pricing: $250 / hour
The fee is billed in 15-minute increments, with a minimum of 1 hour.