Project Basis

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

  • Business coaching