Hourly Consulting

Some clients require non-recurring help in the realms of either financial planning or wealth management, or an in-depth critique of their own investment portfolio. After an initial consultation, we can provide such a service for the flat fees listed in the table below. Examples might include:

  • Student Loan/Debt Management Analysis
  • Budgeting
  • Succession Planning
  • Retirement Plan Analysis
  • Portfolio Analysis
Hours Fee Per Hour
2 $400 $200
10 $1,750 $175
20 $3,000 $150
30 $3,750 $125