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Hourly Planning


learn more about this service




WHO THIS service is FOR

It is best suited for those who need help with a limited set of needs specific to retirement or investment, or tax planning:

  • I want to know if I am on track to retire.
  • I need a strategy for withdrawing funds in retirement
  • I want to reduce taxes and increase after-tax income.
  • How should I invest in retirement.


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.
  • Service offered as a one-time fee, and doesn't require a long-term commitment.
  • 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.

Schedule a complimentary call to learn more