We offer Hourly Engagements so that we'll have the flexibility to help you regardless of the complexity or simplicity of your situation.  They allow us to offer you advice on an "as-needed" basis... like a doctor, a lawyer, or an accountant.

Maybe you just have one or two specific questions that you need answered.  Or maybe you have a very unusual situation that needs special analysis and review. 

Many times these can be handled in a Financial Fitness Checkup.  But sometimes, hourly financial planning just makes the most sense.

If that's the case, we'll work with you to come up with an engagement tailored to meet your needs. 

And in keeping with our "No Guesswork" pledge, we'll always provide an accurate estimate of the cost before you begin.


Here are a few examples of questions that might be handled best with an hourly engagement:

"Sanity Check" or Second Opinion ... "Am I missing anything?"

Am I ready to retire?

Which investment options should I choose in my 401k?

We're retiring.  How should we set up our investments to meet our cash needs?

Should I take the pension, or should I take the lump sum?

How can we work down our debt?  Should we pay down our mortgage?

What should I do with this annuity?

I just need someone to sit down and explain this... (you fill in the blank)... to me.


For all of these questions, and many more, an hourly engagement may very well be the best and most economical approach to getting you the answers and guidance that you need.  If you have questions, or if you would like to schedule a complimentary initial consultation, please call us at 614-604-3551.



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