FINANCIAL CONSULTATION – Financial Consultation is a cost-effective way to receive fiduciary-quality advice 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. Most appropriate for people who want to manage personal finances on their own, but might still have some questions along the way.
Perhaps you want a second opinion on a big decision. Or maybe you have read some articles, but still do not understand all the terminology or factors involved. Maybe you are confident managing things on your own, but a check-in now and then will help you sleep better. We're happy to help talk through any financial questions and give honest, easy to understand advice.
The Price – Financial Consultations are billed at an hourly rate of $300, billed in 15 minute increments. Partial increments are treated as whole increments. For example, a 45 minute meeting will be billed as such, but a 50 minute meeting will be treated as an hour.
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