1-Hour Consultation
$
300
/hr rate
-
Single-subject consultation
-
Best for re-visiting an older financial topic that needs refreshing, or solving a particular well-defined problem
-
Analytics or mathematical analysis
3-Hour Consultation
$
250
/hr rate
-
In-depth consultation
-
Best to address multiple topics
-
Analytics or mathematical analysis
-
3 hours may be spread over a month, with work by the client accomplished in between sessions
10-Hour Consultation
$
150
/hr rate
-
In-depth consultation
-
Best for multiple topics and holistic approach
-
10 hours may be spread over 2-3 months, with work accomplished by the client in between
-
Comprehensive solutions for debt, household budgeting, investment planning, risk mitigation, retirement and estate planning