Hourly Service - Financial Planning
Hourly financial planning sessions will include practical tips a single topic of the Client’s choice, which may include the following list. This will typically include a 15 to 30 minute meeting, one to three hours of analysis prior the meeting, and a brief summary of recommendations that will be emailed to the Client.
Pricing: An hourly rate of $250 per hour, with a minimum charge of $500. A portion of the fee is due when agreement is signed and th the remainder due upon completion of the services.
Pricing: An hourly rate of $250 per hour, with a minimum charge of $500. A portion of the fee is due when agreement is signed and th the remainder due upon completion of the services.