Consulting
Clarity, Confidence, and Results
Hourly Consultations
$275/hour
Perfect for addressing specific financial questions or challenges.
Examples:
- "How do I roll over my 401(k) without penalties?"
- "What are my tax-saving options as a small business owner?"
- "I want a second opinion on advice I've received."
Larger Projects to Tackle?
Need more than an hour? Some situations require research, analysis, or multiple conversations. Start with a consultation.
- Your consultation starts with your life, priorities, relationships, family, and goals—not assumptions about what any of those are supposed to look like.