Hourly Engagements

Do you need….

• Someone to “look over your shoulder” or to coach you from time to time to make sure your financial decisions make sense?

• A second opinion or help with just one or two financial questions?

• Comprehensive guidance, education and coaching to help you achieve your long term financial goals?

If you answered yes to any of these questions, read on to learn how our Hourly Engagements can offer the perfect solution.

Competent, Accessible Advice...Without Sales

As you’d expect, our fee for Hourly Engagements is based on the time we spend helping you. Hourly Engagements empower you to manage and understand your own financial circumstances by making unbiased advice, counseling, and education accessible to you.

Here’s a sampling of questions that we often address in hourly engagements:

• Am I saving enough for retirement?
• Have I allocated my investments properly?
• Can you review my overall financial situation and suggest improvements?
• How should I plan my distributions during retirement?
• What’s the best way to roll-over my 401(k)?
• How can I improve my cash flow?
• Can you help me understand my investment alternatives?
• How should I save for education costs?
• How should I handle my recent inheritance?

As You Need It, When You Need It

Hourly Engagements can take the form of a single meeting covering one or two topics of critical importance to you (see Financial Fitness Checkups below). Or they can involve a series of consultations that include in-depth analysis, education, coaching, and even implementation for your personal situation. The scope of the Hourly Engagement depends entirely upon your needs.

Financial Fitness Checkups

Financial Fitness Checkups are one to three-hour working sessions where you control the agenda.  They work well with clients who are seeking advice or a second opinion on one or two topics of critical importance to them.  They're also a great way to get a high level reveiw or second opinion on your overall financial situation.  Checkups are also ideal for general education and training.

Financial Fitness Checkups include a written summary of recommendations offered during the meeting, and thirty days of email and telephone support.  Most clients choose to engage us for additional work, either on an Hourly or Retainer basis, after completing a checkup.