At Emerick Financial Planning, we are dedicated to providing custom-tailored financial planning and investment advice for the DIY investor. Our fee-only approach ensures that you receive unbiased guidance, while our hourly financial planning services are designed to meet the needs of self-directed investors in Pittsburgh and beyond. We do not manage investments or sell any investment or insurance products, but instead create plans with recommendations designed for you to put in place as well as to provide a framework for making future financial decisions. Of course we are here to provide help on an as-needed basis should you want further guidance in the future, at your option.
Because our services are based on an hourly fee model, we have no minimum requirements for income, investable assets, or net worth. That being said, most of our clients have reached a point in life where they are seeking a goal-based financial planning approach to advice, generally pre-retirement or in early retirement with all of the decisions and issues that go along with the retirement process. We also offer limited hourly "real time" planning meetings designed for younger clients or people with one or two straightforward financial concerns. We would be glad to schedule a time for us to chat to see if Emerick Financial Planning would be a good fit for you.