Hourly Financial Consulting

Hourly financial consulting is financial planning on your own terms. Rather than following one of my pre-determined financial planning packages, hourly financial consulting is available to everyone, and requires no specific time commitment.

Is this right for you?

When it comes to financial planning, there’s a lot that goes on behind the scenes (outside of the in-person client meeting). As a result, most clients prefer to pay for an all-inclusive financial planning package.

Hourly financial planning is best suited for for those who know exactly what kind of support and help they need and require minimal hand-holding along the way. It is the ideal option for those who already have a handle on their financial situation, and just need a little extra advice or guidance on a specific financial question.

What’s included?

  • Consulting Session (in-person or via Skype): billable after the session is over at a rate of $400 per hour (prorated in 15-minute increments as needed). No package discounts apply for additional services.
  • Guidance on any financial questions you have.
  • Upkeep Sessions: We can schedule additional sessions whenever you need them.

What’s not included?

  • Hourly financial planning does not include follow-up email support or detailed financial to-do lists. These additional services are available by request and are billable at the hourly rate as described above.

How much does it cost?

  • The cost for financial consulting is $400 per hour.