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Option 2: Hourly

The 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 am thinking through home ownership options.
  • 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 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.


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