Hourly Advice and Guidance

In some cases, we may engage a client on an hourly basis. This may be for a “second opinion” to review an existing plan or address a specific planning need that does not require a financial plan. We have expertise in identifying old life insurance policies, reviewing retirement plans (401ks, 403bs, etc.), consolidating old stock certificates, valuing and titling/retitling/claiming old savings bonds, analyzing a real estate purchase, and a variety of other services that can be performed under this arrangement. We accept these engagements on a case-by-case basis depending on our schedule and whether we think we can provide the outcome you are seeking.

This service is appropriate for those who need a second opinion on their financial matters, those starting out and learning to invest, and those who have specific life events they are planning for.

The cost is $200 per hour with a minimum of 4 hours.