Services

Project-Based Work

Focused help on a specific financial question, without a long-term commitment.

Many times people need assistance on a financial matter, but a commitment to investment management or financial planning is not the right fit. For $333.33 per hour, we can help on these smaller-scale projects. Once we know what you are seeking, we will give you a quote on how long we think it will take. In some cases, a deposit may be needed. The remaining balance will be paid upon completion of the services.

How It Works

1

Tell Us What You Need

Describe your financial question or project in your initial consultation.

2

Get a Quote

We estimate the time required and provide a clear quote before any work begins.

3

Get Your Answers

We deliver the results. Remaining balance is due upon completion of the services.

Projects We Have Worked On

Here are some examples of projects we have helped clients with.

Personal spending plans and budgeting
Mortgage affordability analysis
Life insurance needs evaluation
401(k) allocation recommendations
Combining finances for newlyweds
Debt repayment planning
Business coaching

Fee

Hourly Rate

$333.33/hr

Quote provided before work begins

A deposit may be required for some projects. The remaining balance is paid upon completion of the services.

Have a Specific Question?

Let's talk about it in a free initial consultation.

Schedule Meeting