Hourly-based financial planning means objective advice that’s independent of where your assets are held. There are no commissions to be made and no ongoing percentage fees charged against your wealth. You simply pay for our time and expertise.
What makes hourly-based advice so appropriate is that we have no financial interest beyond the scope of work itself. This is especially valuable in situations where asset management is not needed or when financial incentives are otherwise in direct conflict with the most optimal advice.
With hourly-based planning, we show you everything you need to do, how and where to do it, and we see you through the entire implementation process. Sometimes this means a big picture analysis to organize a client’s entire financial life. Other times it’s topic-specific, like helping a young family establish a college savings plan or navigate employee benefits at a new company.
No matter your situation, we’re here to help.
Here’s how it works: