HOURLY CONSULTING
Hourly consulting is usually best for people who have a strong understanding of their own financial picture and intend to do their own financial planning for the foreseeable future, but want a second set of eyes on their plan, a thought partner, and support modelling and making financial decisions.
If you don't have total confidence in some or all of your financial picture, don't particularly relish the idea of using the software to model and make financial decisions, and would prefer someone else works through all the aspects of your plan, comprehensive financial planning might be a better fit for you.
Review and Meeting
Prepare your questions and share your financial plan with me. I’ll estimate how much time I’ll need to review it and get ready for our meeting and get your agreement before moving ahead.
This stream is great for people who aren’t sure if hourly consulting is for them, and starts with a free introductory meeting.
Meeting Only
Book a one-hour meeting and ask me your questions. I do not review information to prepare for our meeting ahead of time, and I’ll record our conversation and share it with you when we’re done.
This stream is great for people who know what they want to ask. Meetings must be pre-paid before a date can be scheduled.
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