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Hourly Consulting
For those clients who are seeking help or advice on a specific issue or concern, and who do not want an ongoing investment management relationship, we offer an hourly consulting service to address your specific needs. For example, we can offer a second opinion on your investment strategy, run scenario comparisons, calculate savings goals, provide information on education or retirement savings plans and many other areas.
In this relationship, you tell us what you need and we will provide whatever analysis, research or data comparisons are necessary to address your concerns and answer your questions.
Our hourly consulting rate is $175 per hour, with a 3 hour retainer to get started. Once the retainer is billed out, we will invoice you on a monthly basis for any hours worked.
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