Real-time financial advising
Half Dome from North Dome, Yosemite National Park
I offer a 2 hour, single session, real time financial advising meeting to address the topics you wish to in the available time. This option is most effective for covering a few specific targeted questions. Because I won't know that much about your situation, all advice provided will be more high level and rely on general principles.
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It does not include:
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any time spent on my part outside the meeting
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a summary of my recommendations with a list of action steps (you'll need to take notes)
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a financial projection (using financial planning software) to determine the likelihood of success of your current path
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any analysis or research on my part
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any detailed investment planning
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The fee for this service is $800.