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 and your satisfaction with the results.
How It Works
Tell Us What You Need
Describe your financial question or project in your initial consultation.
Get a Quote
We estimate the time required and provide a clear quote before any work begins.
Get Your Answers
We deliver the results. Remaining balance is due upon completion and your satisfaction.
Projects We Have Worked On
Here are some examples of projects we have helped clients with.
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 and your satisfaction with the results.