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Option 2: Hourly

Our hourly plan is best suited for individuals who need help with specific, one-off needs such as:

  • I need to know how much I should be saving for retirement.
  • I need a tax-efficient retirement withdrawal strategy I won't outlive.
  • I want to better understand my tax profile to reduce taxes.
  • I have cash flow or debt issues.
  • I am thinking through home ownership options.
  • I need to know how much to save for a child's college education.
  • I need a second opinion on my investments.
  • I need a financial check up.
  • I need to know if I have sufficient life and/or disability insurance coverage.
  • I want to know if and when to consider long-term care insurance coverage.
  • What are the best strategies for passing wealth to the next generation.

what you can expect from me

  • Two online meetings - one to understand your needs and one to present our solution(s) to your needs.
  • Detailed recommendations and action items. Click here to see a sample.
  • Lifetime access to our personal financial management software. Click here to see it in action.


  • 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 happens.
  • We work virtually, so we conduct all meetings online or on the phone.