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FINANCIAL
consultation
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If you have specific questions or concerns about your finances – or just want to see what it’s like to work with a financial advisor – this service works well for you. Our Financial Consultations offer a way to receive fiduciary-quality advice while exploring one topic of your current financial life through a limited engagement.

 

You’ll get answers to your questions and concerns regarding specific areas of your financial health without a long commitment or expensive price tag. This route will give you the confidence to manage personal finances on your own and helps identify areas of focus to work on by yourself, or with a financial advisor in the future.

TOPICS MAY INCLUDE:

  • Cash Flow & Budgeting Review

  • Debt & Repayment Strategy Review

  • Retirement Strategy Review

  • Education Funding Strategy Review

  • Property/Asset Goal Strategy Review

You may have concerns that are not included in this list. Please call or write us to find out how we may help.
 

THE PRICE

Financial Consultations are priced at an hourly rate of $250, billed in 15 minute increments. There is no obligation or additional fees beyond that hourly rate.

THE PROCESS 

Once you decide to become a client, you will use our scheduling software to confirm an appointment at a date & time convenient for you. You may book follow-up meetings as needed, each billed at the same rate as your initial meeting. It’s our job to help you see the big picture and possibilities for improvement.