Hourly Financial Planning

This service is best suited for those seeking expert advice on a limited number of topics or DIY investors looking for a second opinion from a CFP® Professional. It’s a flexible option for getting the guidance you need without long-term commitments.

You’ll only pay for the time you need, and you’ll always receive a firm price before we begin. Our hourly rate is $250/hour.

This service is ideal if you need help with:

• Focused advice on a specific financial question
• A second opinion on your current plan or investments
• Strategy sessions for budgeting, debt payoff, or retirement
• Quick reviews of insurance, benefits, or education savings
• Tax or estate planning guidance without a full plan