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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 consult on, well just about anything! This engagement can be helpful if you don't want a comprehensive approach to your finances but have some fires you would like to put out. Hourly engagements can also be a great way to update your Comprehensive Financial Plan.

Fee: $150 per hour
Frequently Asked Questions

How much will it cost?

Before any billable work is started you will need to review and sign an agreement that details the maximum number of hours you would like to spend on the engagement. You will only be billed for time spent.

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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 things that can be accomplished on an hourly basis?

  • Comprehensive Financial Plan Update

  • Investment Review

  • Budget Implementation

  • Home Purchase Analysis

  • Debt Strategizing

  • Support for a 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 briefer with our emails and other correspondence. Please don't be offended. 😁

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