Welcome, back.
If you’re a returning client seeking hourly financial advice, you’re in the right place!
Answers to your questions, as needed, so you can continue to make informed financial decisions
Since the goal of the Flat Fee Financial Planning Services engagement is to help streamline your complicated finances, the Hourly Financial Advising Services engagement is designed to help you maintain control of your finances by updating your financial roadmap as life circumstances change to keep you feeling secure with your money.
The Hourly Financial Advising Services engagement is for returning clients who want personalized advice to make smarter decisions for their financial situation. We’re here for regular reviews and to provide support in the areas you’re seeking.
Financial planning services
All services are available bundled, unbundled, and on an as-needed basis in the Hourly Financial Advising Services engagement.
Cash Flow Services
Tax Planning
Calculate year-ending tax projections and identify strategies to reduce your tax bill.
Cash Flow Planning
Introduce you to tools you can use to help track where your cash goes and how to arrange your money to have cash flow and savings organized automatically.
Retirement Planning
Review your retirement plan and go over the different retirement planning philosophies and funding methodologies in order to help meet your goals and objectives.
Estate Services
Estate Planning
Review your estate planning documents, note any questions or concerns we have, and, if needed, help prepare you for a meeting with an estate planning attorney.
Investments Services
Portfolio Analysis
Illustrate an inventory of your investments and share with you our planning philosophy to help you understand how it applies to your financial situation.
Investment Recommendations
Determine your optimal asset allocation plan and, if needed, make further adjustments to the allocation percentages based on your goals and objectives to provide you with specific investment recommendations.
Retirement Income Recommendations
Share the role and function of an income ladder (or “bond ladder”) in your asset allocation plan, the relationship of an income ladder to retirement cash flow, and provide you with specific investment recommendations.
Insurance Services
Insurance Review
Review the insurance policies you have to help you develop an insurance portfolio that covers true economic risk.
In addition to our financial planning services, this engagement can also provide implementation support, if desired, to help you finish getting the job done.
Hourly Financial Advising Services process
Our process is designed to be simple, transparent, and tailored to your needs.
Introductory Conversation
We’ll discuss your planning priorities, assess a mutual fit, and explain our services and pricing to affirm next steps.
Agreement Signing
We’ll send a client agreement for review and e-signature.
Update & Refocus
We’ll resend our simple but secure data gathering software to get updates on your situation and collect other necessary information. If needed, we’ll schedule a time to discuss your current situation in more detail.
Recommendations Review
We’ll review your personalized recommendations together and answer any questions.
Hourly Financial Advising Services
As life evolves, you’re always welcome to return for the financial advice and support you want in future hourly engagements.
There’s so much value in feeling financially secure
All services in the Hourly Financial Advising Services engagement are completed under an hourly rate.
Hourly rate* | $249 |
*Services performed during the engagement are billed at the end of the month and upon conclusion.
Get the objective financial advice you want with no strings attached. No investment management fees, no subscription fees, and no commissions. Pay only for the time you need.