Hourly Consulting
Hourly consulting services are your opportunity to work with a professional financial planner at your pace and on the topics that matter to you. Hourly planning engagements all result in written personal recommendations. Areas we cover are:
- Comprehensive Financial Planning – A comprehensive financial plan will cover retirement planning, investment planning, college planning, basic tax planning strategies*, and basic estate planning strategies*.
- Retirement Planning – A comprehensive look at retirement savings projections and retirement cash flow analysis.
- Investment Planning – An analysis of current investment plan as it relates to goals and risk. Formulation of recommended investment portfolio.
* We believe comprehensive tax and estate planning should be addressed by professionals in the respective areas. Both tax and estate planning are complex and personal topics. Our services are meant to bring attention to areas that may need attention by a professional in the respective area.
PROCESS
Regardless of the type of planning you wish to address we will take you through the same steps. They are:
- Establishing and defining the relationship
- Gathering your data
- Analyzing and evaluating your current situation
- Developing and presenting recommendations and/or alternatives
- Implementing or assisting in implementing recommendations
- Monitoring
