Project-Based Financial Planning is available for clients who do not require or desire ongoing financial planning. This service typically covers 1-2 specific topics of your choice.
Topics may include: late stage college funding, business start-up, when/how to draw social security or pension income, investment review, pre-retirement preparation, student loan repayment, etc.
This service is billed at an hourly rate of $300 per hour with a minimum of a 3 hour commitment. Prior to entering into an agreement with our firm you will receive an estimate of the overall cost based on your requirements and the time involved.