A. You have specific money questions or issues that you need advice on, you prefer to pay for only what you need, and you do not need an on-going relationship nor investment management.
Employee Benefits - 401k Allocation, Stock Options, Restricted Stock, Health Savings Accounts, Flexible Spending Accounts, Deferred Compensation
Insurance - Life, Disability, Long-Term Care
Investments - Allocation, Risk, Projections, Cost Analysis, Cash Balances
Taxes - Tax Planning, Deduction Maximization, Optimization, Coordination
Estate Planning - Wills, Trust, Health Care Proxies, Power of Attorney, Letter of Instruction
Retirement - Projections, Planning, Spend Down Decisions, Answer to "Am I on Track?"
Housing - Rent vs. Buy Decisions, Deduction Optimizations, Long-term Projections
Budgeting - Spending Analysis, Expense Reduction Strategies, Debt Payoff
Liabilities - Debt Optimization, Refinance Decisions, Restructuring
Risk - Home, Auto, Umbrella, Cyber Security, Emergency Fund
Open Enrollment & Social Security Optimization
Our rate is $300 per hour. Often we will need one billable hour to review your documents and prepare for our initial meeting or call.
Subsequent calls can be booked in as little as 15 minute increments.