Financial Consulting

What is Financial Consulting?

Sometimes all you really need is an hour or two with someone you can trust to provide unbiased advice and who has the education and experience to point you in the right direction.

Financial Consulting is designed for those who are just starting out and want guidance on key financial decisions, or for individuals who have more experience but need help addressing a specific issue that may be difficult to research on their own.

First, we’ll ask you to share any relevant documents ahead of time, which we’ll review prior to our meeting (up to two hours of preparation time). Then, we’ll meet for 30 minutes to two hours, depending on your needs. While you decide what we focus on, we’ll also point out anything you may not be fully taking advantage of or may not have considered.

Please note that Financial Consulting does not result in a formal deliverable. However, we may provide notes, resources, or referrals if we feel they would be helpful.

Estimated time:  2+ hours (it’s up to you!)