Hourly Financial Planning & Retirement Plan Services
We provide comprehensive retirement and financial planning services on an hourly or a per project basis.
Our hourly financial advisor services rate is $250. In most cases we cover all of your general financial planning questions in one hour. Some of the most common topics we help clients with are:
- 401k plan management and allocation planning
- Retirement plan projections and advice
- Life insurance coverage analysis and guidance
- Basic legal and estate planning recommendations
- Debt management planning
- Investment management allocation and planning
We provide our hourly financial planning clients a list of statements we find helpful and ask them to prepare a list of their most pressing financial questions. Together we’ll work through your questions and statements, and cover each one until you have a clear path for your financial and investment management plan.
