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Hourly Services

Is hourly financial planning right for you?

We work with clients at all wealth levels to provide financial guidance. Clients who prefer an hourly vs assets under management arrangement typically fall into three categories:

Do-It-Yourself

You have been managing your finances on your own and want to check yourself with our expertise. We are happy to help.

Just Starting Out

Starting out or starting over? Whether you are a recent grad or recently divorced or widowed, now may be a good time to seek our advice in this new chapter of life.

Limited Needs

If you have only a few specific areas or questions you want answered, hourly services may be the right fit for specific advice.

Hourly financial planning process

Our team provides a full scope of support for your financial health in three meetings.

Prepare

Meet to establish a baseline of your current financial health.

Draft

Discuss goals, areas of concern & develop path forward.

Delivery

Review your plan and introduce other professionals as needed (CPA, legal, etc).

What We Will Cover

Financial
Planning

Develop a financial plan to guide you in achieving your long term financial goals.

Asset
Management

Build your portfolio to match your financial plan.

Tax Preparation & Legal Services

Our partner CPAs and attorneys provide a seamless & total wealth management experience.

401k
Allocations

Review of your current 401k allocations & recommendations that align with your personal financial objectives.

Education
Savings

Have you started saving for college? Assistance with tax advantage savings plans is provided.

Insurance & Risk Management

Are you properly insured? Our team can make sure you have the most appropriate insurance coverage.

Long Term Care Planning

The best time to think about long term care is before you need it. We can help.

Medicare & Social Security

The retirement planning process will include your expected social security income and Medicare costs.

Recent Tweets

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Check out our latest blog explaining the Mega Backdoor Roth. https://t.co/EBZVj8FSBN
- Monday Feb 17 - 3:15pm

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Casey Smith quoted in @advisorsmagazin article - why your advisor should be fiduciary + fee only = your best intere… https://t.co/Su7EL7BzSD
- Tuesday Feb 4 - 8:45pm

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How does your 401k balance compare to your peers?  Read our latest blog to find out! https://t.co/nH9pb2IRkN
- Monday Feb 3 - 2:45pm