Hourly Counsel

For clients who want targeted financial advice and counsel but do not choose our financial planning process, we offer financial counsel on an hourly basis.  This service may be utilized to to address one or two of your most pressing financial issues or questions in a single meeting in cases where a full financial plan is not desired or warranted.  There is no minimum fee, but most hourly financial counseling meetings require one to two hours of billable time, and in some cases lead to additional analyis or follow-up meetings at the client's option.