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
WHAT I EXPECT FROM YOU