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 a flat fee of $150/hour, billed in 5 hour increments. Examples might include:

  • Student Loan/Debt Management Analysis
  • Budgeting
  • Succession Planning
  • Retirement Plan Analysis
  • Portfolio Analysis