Hourly financial advising for returning clients: Ongoing support when you need it.
Maintaining your retirement roadmap with flexible, ongoing support
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. I’m here for regular reviews and to provide support in the areas you’re seeking.
All services available: Comprehensive review and implementation support
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. Learn how I approach cash flow planning.
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 I 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 my planning philosophy to help you understand how it applies to your financial situation.
Investment Recommendations
Determine a personalized investment plan and, if needed, make further adjustments to your allocation based on your goals and objectives to provide you with specific recommendations.
Retirement Income Recommendations
Share the role and function of an income ladder in your investment plan, explain how it relates to retirement cash flow, and provide you with specific 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 my 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
My 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 my services and pricing to affirm next steps.
Agreement Signing
I’ll send a client agreement for review and e-signature.
Update & Refocus
I’ll resend the simple but secure data gathering software to get updates on your situation and collect other necessary information. If needed, we can 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.
Transparent hourly pricing: Pay only for the time you need
All services in the Hourly Financial Advising Services engagement are completed under an hourly rate.
Hourly rate* | $199 |
*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.
Frequently asked questions about Hourly Financial Advising Services
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Who’s Hourly Financial Advising Services for?
Hourly Financial Advising Services is designed for returning clients who’ve already received their initial financial recommendations. It provides ongoing financial guidance and support without requiring ongoing fees or subscriptions.
What’s the hourly rate for Hourly Financial Advising Services?
The hourly rate is $199. Services are billed at the end of the month and upon conclusion of the Hourly Financial Advising Services engagement.
How does Hourly Financial Advising Services differ from Flat-Fee Financial Planning Services?
The Flat-Fee Financial Planning Services engagement can provide a complete financial design. Hourly Financial Advising Services allow you to revisit and update your personalized recommendations over time, with additional financial guidance and implementation support as needed.
Do I have to pay investment management or subscription fees for ongoing support?
No. Hourly Financial Advising Services is strictly fee-for-service. There are no investment management fees, subscription costs, or commissions. You only pay for the time you need.