Project Based Planning via an Hourly Fee
Project-based consulting is available for specific questions and problems for which you are seeking advice, and is offered at an hourly rate. This is a great option if you need advice with a financial matter that doesn't fall under the scope of our other programs, or if you are currently working with another financial advisor and would simply like an objective 3rd-party opinion on the state of your financial plan without feeling the need to transfer assets or receive any sales pressure for the purchase of a financial product.
Cost: Billed at a rate of $200/hr.
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