Hourly Financial Planning Services

After an Initial Financial Review or Comprehensive Financial Planning, you may want help with a specific aspect of your financial life: how to invest college funds; what to do with an inheritance; guidance on signing up for employee benefits at a new job; whether to refinance a loan or mortgage; how to rebalance an investment portfolio; whether to increase or drop insurance coverages, etc. It makes sense to pay for these limited consulting services on an hourly basis.

Cost: $200 per hour with a 1 hour minimum.

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