Hourly Financial Advice
Sometimes all you need is a little good advice. That’s ok! We provide advice on an hourly basis with no long term commitment or contracts required. We don’t have a hidden agenda or any products to sell. Just professional advice and specific recommendations based on your specific financial situation.
We can provide advice on various securities including mutual funds, stocks, stock options, bonds, bank deposits and exchange traded funds.
We also provide advice on mortgages, budgeting and cash flow issues, 401(k), 403(b), 457 and other retirement programs, life, long term care and disability insurance.
Once the initial engagement has ended, it’s totally up to you to contact us again as the need arises. We do like to think of ourselves as your financial planner and provide ongoing assistance as you need it. Just as someone thinks of an accountant as their ongoing tax provider and has regular check-ins to maintain their tax situation, good fiscal health requires periodic reviews of your personal finances by a qualified financial planner.
Because financial planning is a process, not an event, we offer ongoing services, periodic reviews, and day-to-day consultation as requested and/or needed if you so desire.