Work with us
Project clients can be DIY investors - they’ve educated themselves and have done well setting up a successful financial life on their own…
Or they’re just getting started, don’t have a lot of moving parts, and they want to get the basics right so they don’t make any big mistakes.
You define the agenda as a Project Client - we’ll work on whatever topic(s) decide, and we’ll simply bill you for the hours worked.
There is no long-term commitment, we solve your current issues and give you answers then send you on your successful way!
Typical services might include student loan analysis, a second opinion on your investments, insurance review, or running a basic long-term plan.
What You'll Get
Hourly Fee: $235
Project Clients receive services on a hourly basis. We require a $470 upfront deposit (2 hours) to begin a project, then additional hours are billed once the work is completed.