SERVICES AND FEES
As Needed Hourly Planning
Who is a good fit for this service?
Those who are early/mid-career or DIY investors who need financial advice but are not interested in an ongoing relationship with an advisor. They need help on a particular part of their financial lives but manage their investments on their own or elsewhere.
What is the cost?
The hourly rate is $325. We will discuss your needs and I will give you a quote based on the amount of time it will take.
What are you able to help me with?
Cash Flow
- Emergency Fund Strategy
- Savings Strategy
- Debt management
- Retirement plan contributions
- Cash Flow Projections
- Big Purchase Decisions
- Charitable Gifting Strategies
- Windfall Planning
- Stock Options Strategies
- Deferred Compensation Strategies
- Career Change Strategies
- Downshifting Strategies
Investments
- Asset class allocations
- Asset class location
- Advice for current employment retirement plans
- Advice for retirement accounts
- Advice for taxable accounts
Tax Planning
- Income Tax Planning
- Roth IRA Conversion Strategies
- Tax-efficient withdrawal strategies
- Tax-bracket planning
- Referral to a Tax Planning Professional
Retirement Planning
- Advice for rollover options
- Timing of retirement
- Retirement projections
- Social Security Planning
- Pension Election Planning
- Retirement Withdrawal Planning
- Expense/Spending Planning
Insurance Planning
- Review Existing Policies: Life, Property/Casualty, Disability, Long-term Care, Health
- Analyzing Risk Protection Needs
- Advice on adding/removing protection where appropriate
- Referral to Insurance Professional
Education Planning
- K-12 Education Planning
- Higher Education Planning
Estate Planning
- Review of Existing Documents
- Basic Estate Planning Advice
- Referral to an Attorney for Estate Planning
