Hourly Counsel

For clients who want targeted financial advice and counsel but do not choose our financial planning process, we offer financial consultation on an hourly basis.  Often, this service may be utilized to to address one or two of your most pressing financial issues or questions in a single meeting, where a full financial plan is not desired or warranted.  This is also used by clients who have recently engaged us for financial planning or investment advice and have some follow-up questions or need assistance in implementing the recommendations made.  This service is also available for planning projects in which financial advice is needed on a sporadic basis or where the number of hours needed can not be projected.