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Option 2: Hour

The hour service option is best suited for individuals who need help with a specific retirement, investment or tax need such as:

  • I want to better understand my tax profile to reduce taxes.
  • I need a second opinion on my investments.
  • I want to know if I am on track to retire.

what you can expect from me

  • Two consultations to assess your needs and to present your solution.
  • Financial Planning Summary. Click here to see a sample.
  • Solutions limited to advice. Clients are solely responsible for any and all implementation of our solutions.

WHAT I EXPECT FROM YOU

  • We are a digital-first firm and willingness by you to conduct all meetings online or over the phone.
  • This process is a collaboration. So, I expect you to provide information and share your thoughts in a timely manner, and to reach out to me when life shows up.