Many times people need assistance on a financial matter, but a commitment to investment management or financial planning is not prudent. For $150 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 and your satisfaction with the results.
Below is a list of projects we have worked on:
Personal spending plans and budgeting
Mortgage affordability analysis
Life insurance needs
401k allocation recommendations
Combining finances for newlyweds
Debt repayment planning