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Project-Based Financial Advice

An ongoing relationship with a financial advisor might not be what you are looking for. Here are a few examples where hiring us for a specific task could make sense:

  1. You handle everything on your own and just want a second set of eyes to look over everything.  

  2. You want me to dig into your 403b/401k plan and help you put together an allocation and choose the best low-cost investment options.

  3. You have a specific one-time event that you need help with. A few examples are: about to retire, purchasing a business, getting an inheritance, changing careers, getting divorced, having a baby. 

  4. You have no idea what is going on with your finances and just want someone to help you get organized and on track.

We will give you an upfront estimate of the cost for each project based on the complexity of your specific situation. As an example, to review a 403b plan options and create an asset allocation would cost $150.