Hourly Financial Planning

You don’t have to see the whole staircase, just take the first step.” 

- Martin Luther King, Jr.

We offer an hourly rate to update your Comprehensive Financial Plan as needed after implementation or to engage in a consultation on various financial matters.

Fee: $150 per hour

Frequently Asked Questions

How do I know how much our Engagement will cost?


Before any billable work is started you will need to review and sign an agreement which details the maximum number of hours you would like to spend on the engagement. You will only be billed for time spent. Example: You sign an agreement with a maximum of 4 hours ($600) to review your investments and provide a recommendation. It takes 2 hours to complete the recommendation so you are only billed $300.




What are some examples of things that can be accomplished on an hourly basis?


  • Comprehensive Financial Plan Update
  • Investment Review
  • Budget Implementation
  • Home Purchase Analysis
  • Debt Strategizing
  • Support for self-directed financial plan via Right Capital




Are there any drawbacks to hourly planning?


Hourly engagements are typically limited in scope so you may miss out on critical elements of your overall plan that would be covered in a Comprehensive Financial Plan. To maximize the efficiency of the billable time, we are typically more brief with our emails and other correspondence. Please don't be offended. :)





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